Investment adviser · CRD 332048

WEALTHPRIME

Investment adviser filing (IA)

SAN JOSE, CA, United States · Form ADV filed Jul 28, 2025

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Jul 28, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

4100 MOORPARK AVENUE,, SUITE 128
SAN JOSE, CA, 95117, United States

CRD 332048

Filing source

Form ADV 1988912 · Jul 28, 2025 · 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.