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Multi-Family OfficeRIA · CRD 282885State-Registered Investment Adviser

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Wealthlet

Wealthlet Advisory, LLC is a New York Registered Investment Adviser specializing in providing E-2 Treaty Visa Investors with an all-in-one E-2 Visa advisory...

Overview

Wealthlet Advisory, LLC is a New York Registered Investment Adviser specializing in providing E-2 Treaty Visa Investors with an all-in-one E-2 Visa advisory solution that covers all professional services throughout the E-2 Visa process. It was formed to serve as a comprehensive adviser for each step of the E-2 Visa process, including business development for the E-2 Enterprise. The firm’s model combines investment advisory and business consultancy specialized for the E-2 Visa with a network of immigration attorneys, escrow agents, business plan writers, and other professionals.

General information

Firm type

Multi Family Office

Year founded

2016

Location

City

New York City

Principals

Stephen Zheng

CFA, Founder and Principal

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