Wealthyx
RIASEC RegisteredEst. 2014
Total AUM
$750
Discretionary
$0
0% of AUM
Avg account
$250
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 172380
- Registered since
- August 1, 2014
- Custodians
- RHODE ISLAND HIGHER EDUCATION SAVINGS TRUST (RIHEST)
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthyx is organized as a limited liability company and has been registered with the SEC since 2014. The firm provides portfolio management services targeted at individuals, families, and small businesses and charges fees as a percentage of assets under management. It reports a domestic ownership structure (entity and individual) and does not position itself as an ESG-focused adviser or a multi-state pension consultant. The firm lists a broker‑dealer affiliation among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Barry Mione
CEOCRD 1683147
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations