# Wealthera Financial Planning

Wealthera Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/michelle-leigh-klein

## Regulatory record

- **CRD number:** 334521
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334521

## About

Weathera Financial Planning is a state-registered investment adviser with approximately $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## Questions

### Does Wealthera participate in fund commitments or only direct deals?

The firm targets a mix of fund commitments and direct co-investments across private credit, real estate, and hedge funds, though proportional figures are undisclosed.

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Last updated: 2026-07-06T01:24:28.681Z

Canonical page: https://altss.com/profile/wealthera-financial-planning

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