Wealthyx
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 LLC is a limited liability company that operates as a non-independent retail registered investment adviser. The firm is SEC-registered (registration year 2014) and positions itself as a fee-based advisor serving individual and family clients. Its stated advisory activity is portfolio management for individuals and small businesses. Wealthyx charges a percentage-of-AUM fee model and is affiliated with a broker-dealer. The firm does not identify itself as an active ESG investor, does not describe multi-state adviser activity, and does not list pension consulting or capital-allocation roles.
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations