WEALTHIE ADVISORS

WEALTHIE ADVISORS, LLC

CRD 340058 · SEC 801-135205

195 BROADWAY, 4TH FLOOR, SUITE 442, BROOKLYN, NY, 11211, United States

Phone

(718) 550-1401

Fax

—

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$18K

Discretionary AUM

$18K

Team

2 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-21

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	66	$18K

CA, NY

Official SEC filing: View on IAPD