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Wealthfolio Advisors LLC
Wealthfolio Advisors LLC is a state-registered investment adviser in Sonoma, CA. The firm manages $51 million in assets, $49 million on a discretionary basis.
Overview
Wealthfolio Advisors LLC is a state-registered investment adviser in Sonoma, CA. The firm manages $51 million in assets, $49 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
How does Wealthfolio Advisors LLC source proprietary deal flow?
The firm's deal sourcing model is not disclosed in any available public record. Without a stated asset-class mix or sector focus, no proprietary pipeline or co-investment patterns can be inferred.
What investment stages does Wealthfolio Advisors LLC typically target?
No stage preferences — venture, growth, buyout, credit, or real assets — have been disclosed by the firm in public filings or communications. The firm's investment timeline and liquidity preferences remain unobservable.
Which sectors does Wealthfolio Advisors LLC explicitly avoid?
The firm has not published any negative screens or exclusionary criteria. Without a stated mandate, no sector avoidance can be attributed. ESG or impact investing restrictions, if any, are not part of the public record.
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