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Wealthfolio Advisors LLC
Wealthfolio Advisors LLC is an SEC-registered investment adviser in Sonoma, CA. The firm manages $51 million in assets, $49 million on a discretionary basis.
Wealthfolio Advisors LLC
Wealthfolio Advisors LLC is an SEC-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
Who runs investment decisions at Wealthfolio Advisors LLC?
No named principals or investment committee members are publicly listed for Wealthfolio Advisors LLC. Regulatory filings may list a registered agent or compliance officer, but no CEO, CIO, or managing director has been identified in credible public sources.
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.
Is Wealthfolio Advisors LLC structured as a single family office or a multi-client RIA?
The firm's legal structure is a limited liability company registered as an RIA with the SEC. Whether it serves one family, multiple families, or institutional clients is not publicly known. The term 'Advisors' in the name suggests a multi-client model, but this is not confirmed.
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.
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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