Single Family OfficeRIA · CRD 330789SEC-Registered

Updated:

HEALTHY WEALTH

HEALTHY WEALTH is a discreet single-family office investing proprietary capital in healthcare, life sciences, and wellness ventures.

HEALTHY WEALTH

HEALTHY WEALTH is an SEC-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at HEALTHY WEALTH?

The founding principal retains direct authority over all capital deployment decisions. Public records do not identify additional investment committee members or outside advisors. This centralized structure is common among single-family offices where the wealth creator remains actively involved.

Does HEALTHY WEALTH accept outside capital or operate as a multi-family office?

No. HEALTHY WEALTH is structured as a single-family office deploying exclusively proprietary capital. It does not raise funds from external limited partners or open participation to other families. This preserves perpetual holding periods and full discretion over exit timing.

What investment stages does HEALTHY WEALTH typically target?

The firm engages across early-stage venture, growth equity, and selective buyouts. Its permanent capital base allows it to support portfolio companies through subsequent financing rounds without predefined exit windows.

Which sectors does HEALTHY WEALTH focus on?

Healthcare services, life sciences tools and diagnostics, digital health platforms, and wellness consumer brands form the core mandate. The office targets businesses navigating complex regulatory environments where domain expertise provides an underwriting edge.

Where does the underlying wealth come from?

The capital originated from healthcare entrepreneurship and related operating company exits. The founding principal has not publicly disclosed the specific source company or transaction details.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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