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WEALTH MANAGERS, INC.
Wealth Managers, Inc. is an SEC-registered investment adviser in Pasadena, CA. It has one employee and one investment adviser. The firm is based in Pasadena.
WEALTH MANAGERS, INC.
Wealth Managers, Inc. is an SEC-registered investment adviser in Pasadena, CA. It has one employee and one investment adviser. The firm is based in Pasadena.
General information
Firm type
Multi Family Office
Frequently asked questions
What regulatory status does WEALTH MANAGERS, INC. hold?
WEALTH MANAGERS, INC. is an SEC-registered investment advisor (RIA). This status requires the firm to comply with federal securities laws, including fiduciary duties to clients and periodic reporting to the SEC. Registration details are available through the SEC's Investment Adviser Public Disclosure (IAPD) database.
What type of clients does WEALTH MANAGERS, INC. serve?
The firm positions itself as a multi-family office, primarily serving high-net-worth families. It offers discretionary investment management, financial planning, and estate planning services. The exact minimum asset threshold for clients is not publicly disclosed.
How is WEALTH MANAGERS, INC. structured?
It is structured as a multi-family office rather than a single-family office, meaning it serves multiple unrelated families. The firm is registered as an RIA with the SEC, which provides a regulatory framework and transparency obligations. It does not publicly disclose its ownership or governance structure.
Does WEALTH MANAGERS, INC. disclose its investment strategy?
The firm discloses a general investment approach in its SEC filings, focusing on diversified portfolios across public equities, fixed income, and alternative assets. However, specific portfolio holdings, asset allocations, and individual manager selections are not made public. Clients likely receive customized strategies tailored to their needs.
Where is WEALTH MANAGERS, INC. headquartered?
The firm's headquarters location is not publicly listed in available records. Its primary business address as filed with the SEC may differ from its principal place of business. Investors should consult the SEC's IAPD database for the most current address on file.
Profile maintained by Altss 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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