Wealthetic LLC

RIASEC RegisteredEst. 2025

Total AUM

$16.4M

Discretionary

$16.4M

100% of AUM

Avg account

$277K

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 334809
Registered since: March 28, 2025
Website: www.wealthetic.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.75%
Individuals40.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wealthetic LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional/business clients. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. The firm indicates it does not identify as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. SEC registration is listed for 2025 while the firm is not flagged as newly formed.