Investment adviser · CRD 340058
WEALTHIE ADVISORS
Investment adviser filing (IA)
WEALTHIE ADVISORS, LLC
BROOKLYN, NY, United States · Form ADV filed Jun 26, 2026
- Regulatory AUM
- $27.3K Form ADV · Item 5.F
- Client accounts
- 104 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 104 | $27,322 | 100.0% |
Filing source
Form ADV 2115026 · Jun 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
195 BROADWAY, 4TH FLOOR, SUITE 442BROOKLYN, NY, 11211, United States
CRD 340058
Filing source
Form ADV 2115026 · Jun 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.