Wealthu Advisors LLC

Overview

Wealthu Advisors LLC is a small, independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. Investment activity centers on publicly traded equities—exchange-traded securities are the dominant allocation—and the firm is not positioned as a broad capital allocator or a multi-state adviser. It does not identify as an active ESG investor. The limited client base and boutique scale suggest a high-touch, individualized approach to portfolio construction and planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices