# Wealthfolio Advisors LLC

Wealthfolio Advisors LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://wealthfolio.com
- **LinkedIn:** https://www.linkedin.com/company/wealthfolio-advisors

## Regulatory record

- **CRD number:** 298857
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298857

## About

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.

## 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.

## Related profiles

- [Dyer & Company](https://altss.com/profile/dyer-and-company-llc)
- [Momentum Financial Planning LLC](https://altss.com/profile/momentum-financial-planning-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wealthfolio-advisors-llc

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