Investment adviser · CRD 332073
WEALTHMATE
Investment adviser filing (IA)
WEALTHMATE ADVISOR LLC
HONG KONG, Hong Kong · Form ADV filed Jun 22, 2024
- Regulatory AUM
- $2M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $2,000,000 | 100.0% |
Filing source
Form ADV 1884793 · Jun 22, 2024 · 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 22, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
LEVEL 35,TWO PACIFIC PLACE,, NO. 88 QUEENSWAY, ADMIRALTYHONG KONG, Hong Kong
CRD 332073
Filing source
Form ADV 1884793 · Jun 22, 2024 · 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.