Single Family OfficeRIA · CRD 337978SEC-Registered

Updated:

THERAWEALTH, LLC

THERAWEALTH, LLC is an SEC-registered investment adviser with approximately $8 million in regulatory assets under management. The firm has 1 employee and 1...

THERAWEALTH, LLC

THERAWEALTH, LLC is an SEC-registered investment adviser with approximately $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Frequently asked questions

Who runs investment decisions at THERAWEALTH?

The individuals responsible for investment decisions at THERAWEALTH are not publicly disclosed. The firm does not have a named CEO, CIO, or managing principal in public records, which is consistent with its high level of privacy. Without public filings or marketing materials, the decision-making structure remains unknown.

How does THERAWEALTH source proprietary deal flow?

THERAWEALTH's deal sourcing methods are not publicly documented. Given its low profile, it likely relies on personal networks, private placements, and direct relationships rather than public intermediaries. No proprietary sourcing model has been identified in the public domain.

Is THERAWEALTH structured as a single family office or does it operate more like a venture firm?

THERAWEALTH appears to be structured as a single family office, based on its name and the absence of any public multi-family office or venture firm characteristics. It does not market itself, register as an investment advisor with the SEC, or raise external capital. The lack of public deal activity suggests it does not operate like a venture firm.

Does THERAWEALTH participate in fund commitments or only direct deals?

It is unclear whether THERAWEALTH invests through fund commitments, direct deals, or both, as no specific investments have been publicly disclosed. The firm's private nature means its allocation preferences are not known. Family offices of this type often allocate to a mix of outsourced managers and direct holdings.

Where does the underlying wealth come from?

The source of wealth underlying THERAWEALTH is not publicly disclosed. Without information on the founding principal or family, the origin—whether from an operating business, inheritance, or other means—remains unknown. This is typical for family offices that prioritize financial privacy.

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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