Wealthie Advisors
Wealthie Advisors is an SEC-registered mass-market adviser in Brooklyn, NY with $27,322 assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wealthie Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340058, SEC 801-135205, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $27,322 (2026-06-26)
- Firm type
- Mass-Market Adviser
- Location
- Brooklyn, NY
- Employees
- 2
- Clients
- 104
- CRD
- 340058
- Ownership
- Vicuna, Rodrigo; Aulisa, Anthony; WEALTHIE INC.
How much AUM does Wealthie Advisors have?
Wealthie Advisors reported $27,322 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Wealthie Advisors?
Disclosed owners and executives of Wealthie Advisors include Vicuna, Rodrigo, Aulisa, Anthony, WEALTHIE INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.