# WEALTHADVISOR365

WEALTHADVISOR365 is a RIA based in Fort Lauderdale.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fort Lauderdale
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** wealthadvisor365.com

## Regulatory record

- **CRD number:** 328400
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328400

## About

WealthAdvisor365 is a fee-only fiduciary independent RIA offering tax-smart wealth management for business owners and entrepreneurs. Investments and tax strategy are planned together in-house. The firm invests exclusively in transparent, exchange-listed securities—stocks, bonds, and ETFs—with client assets held in the client's name at an unaffiliated custodian.

## Sectors

- Business owners and high-net worth families

## People

- Cayden McLaughlin — CFP, EA — President, Chief Investment Strategist; Wealth Advisor & Tax Strategist; founder
- Cayden McLaughlin — CFP, EA — Wealth Advisor & Tax Strategist

## Questions

### Does WEALTHADVISOR365 offer access to alternative investments or private markets?

No. The firm's investment approach is exclusively focused on publicly traded ETFs covering equities and fixed income. It does not provide access to private equity, venture capital, hedge funds, direct real estate, or interval funds. There is no indication from its published materials that alternative assets are part of its strategic roadmap.

### How does WEALTHADVISOR365 source and serve its clients?

WEALTHADVISOR365 is a direct-to-consumer platform acquired through digital marketing channels. Clients onboard via the firm's website and mobile application, completing risk assessment and goal-setting modules online. Advisors are available remotely by video or phone, with no physical branch network or in-person meeting offices required.

### Who runs investment decisions at WEALTHADVISOR365?

The firm's central investment committee oversees portfolio design, ETF selection, and rebalancing protocols. Individual client portfolios are implemented algorithmically based on the outcome of the digital onboarding questionnaire. Human advisors do not exercise discretion over individual security selection or attempt to time markets.

## Related profiles

- [ATARAXIS ADVISORS](https://altss.com/profile/ataraxis-advisors-llc)
- [Eldridge Acre Partners](https://altss.com/profile/eldridge-acre-partners-lp)

---

Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/wealthadvisor365

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology