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WEALTHETIC LLC
CRD 334809 · SEC 801-132281
5755 OBERLIN DR, #301, SAN DIEGO, CA, 92121, United States
Phone
(858) 750-1618
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.4M
Discretionary AUM
$16.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $6.6M |
| High net worth individuals | 25 | $9.8M |
All web addresses on file
Official SEC filing: View on IAPD