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FINANCIALLY HEALTHY, LLC

CRD 156022

Visit website

1999 HARRISON STREET, SUITE 1800, OAKLAND, CA, 94612, United States

Phone

510-496-4567

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$57.0M

Discretionary AUM

$57.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals50$35.0M
High net worth individuals10$22.0M

All web addresses on file

Official SEC filing: View on IAPD