Wealthie Advisors

Overview

Wealthie Advisors is an independent, limited liability RIA that registers with the SEC (registration year listed as 2026) and serves individuals and families. The firm provides portfolio management for individuals and small businesses on a multi-state basis and charges fees as a percentage of assets under management. According to its filings the firm is not structured as a capital allocator, does not position itself as an ESG-focused investor, and does not provide pension consulting or operate as a related adviser. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives