Wealthion

Overview

Wealthion is a limited liability company that registered with the SEC in 2020 and operates as an institutional registered investment adviser. The firm identifies as a multi-state adviser and is owned by a mix of a domestic entity and individual owners. It maintains an affiliation with a broker‑dealer. The firm provides discretionary portfolio management for both individuals and small businesses as well as for businesses and institutional clients. Its fee arrangements include percentage-of-AUM pricing alongside other fee structures. Wealthion does not present itself as a capital allocator, is not flagged as an active ESG investor, and does not operate as a pension consultant or a related adviser.

Location & Offices