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WEALTHETIC
WEalthetic LLC is an RIA firm that provides decision making strategies based on the science of behavioral economics. It offers fiduciary care, portfolio...
Overview
WEalthetic LLC is an RIA firm that provides decision making strategies based on the science of behavioral economics. It offers fiduciary care, portfolio management, fee based asset management, and Holistic WealthCare. The firm emphasizes deeply personalized attention and purpose-driven financial planning for families and business owners.
General information
Firm type
RIA
Location
City
San Diego
Principals
D. Scott Bloom
CFP® — Founder & Managing Director
D. Scott Bloom
CFP® — Economist | Certified Financial Planner®
Frequently asked questions
Does WEALTHETIC participate in fund commitments or only direct deals?
No public record documents any fund commitment, co-investment, or direct deal executed by WEALTHETIC. Until the firm or a counterparty discloses a transaction, its participation model remains unknown.
What investment stages or sectors does WEALTHETIC target?
WEALTHETIC has not publicly stated any sector preferences or stage mandates. No portfolio company, real asset, or fund position has been attributed to the firm in any regulatory filing, press release, or database.
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