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WEALTH IN YOURSELF LLC
CRD 322123
195 HIGHWAY 50, STE 205, ZEPHYR COVE, NV, 89448, United States
Phone
415-915-5948
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$3.5M
Discretionary AUM
$3.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $2.4M |
| High net worth individuals | 1 | $1.1M |
All web addresses on file
- https://www.facebook.com/Wealth-In-Yourself-102789402440291
- https://www.linkedin.com/company/wealth-in-yourself
- https://www.wealthinyourself.com
- https://www.tiktok.com/@wealthinyourself
- https://www.youtube.com/channel/UC7Quw5B55KaERd-9z4u4iAA
- https://www.instagram.com/wealthinyourself/
- https://topshelfprivatewealth.com/
Official SEC filing: View on IAPD