WEALTHLET
Firm details
- Headquarters
- WHITESTONE, New York
- CRD number
- 282885
- Website
- www.wealthlet.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthlet operates as a Limited Liability Company focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering to the unique needs of its clients. Wealthlet does not engage in capital allocation and is not classified as a multi-state adviser, which allows it to maintain a focused operational strategy.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Stephen Zheng
Founder and PrincipalCRD 6614101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WHITESTONE, NY
QUEENS
Location
WHITESTONE, NY
Headquartered in WHITESTONE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- QUEENS
- Address
- 15253 10th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SEER CAPITAL MANAGEMENT LP
RIANew York, NY
CLAYTON, DUBILIER & RICE, LLC
RIANew York, NY
MIO Partners, Inc.
RIANew York, NY
SAFRAN WEALTH ADVISORS, LLC
RIANew York, NY
EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC
RIANew York, NY
EAGLE CAPITAL MANAGEMENT LLC
RIANew York, NY