RIA · CRD 340058SEC-Registered

Updated:

WEALTHIE ADVISORS

Wealthie Advisors is an SEC-registered investment adviser in Brooklyn, NY, registered since 2026. The firm manages approximately $18,108 in regulatory assets.

WEALTHIE ADVISORS

Wealthie Advisors is an SEC-registered investment adviser in Brooklyn, NY, registered since 2026. The firm manages approximately $18,108 in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Wealthie Advisors?

Wealthie Advisors does not publicly name any principals or directors. No investment committee members or CIOs appear in public records, news reports, or professional registries. The firm's governance structure remains entirely undisclosed.

How does Wealthie Advisors source deal flow?

No verifiable deal flow or transaction records are publicly associated with the firm. As an advisory, it may rely on existing relationships and co-investment networks, but no specifics are available in public sources.

Is Wealthie Advisors structured as a single family office or multi-family office?

The firm's own naming suggests an advisory or consulting model rather than a traditional family office. No disclosure confirms whether it manages capital for one family or multiple clients. The absence of regulatory filings suggests it may operate as an unregistered advisor.

What investment stages does Wealthie Advisors target?

No public information identifies preferred investment stages. Absent portfolio disclosures, it cannot be determined whether the firm targets venture, growth, buyout, or credit opportunities. The firm may offer bespoke advice across stages based on client needs.

Does Wealthie Advisors maintain any philanthropic structures?

No philanthropic foundations, donor-advised funds, or charitable vehicles are publicly linked to the firm. If such structures exist, they operate without public disclosure.

Profile maintained by 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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