# WEALTHX ADVISORS

WEALTHX ADVISORS is an Asset Manager based in Scottsdale.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Scottsdale
- **Assets under management:** Undisclosed
- **Website:** wealthxadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/lionheart-wealth-consultants

## Regulatory record

- **CRD number:** 337472
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337472

## About

WealthX is a fiduciary wealth management firm built for the modern financial era. It combines traditional investing, risk management, and digital asset strategy into one coordinated plan under a single fiduciary relationship. The firm offers active management of both traditional investments and digital assets, with a hybrid approach integrating both worlds.

## People

- J.T. Thomson
- Doug Brown

## Questions

### Who runs investment decisions at WealthX Advisors?

WealthX Advisors has not publicly identified its investment decision-makers. No principal names or titles appear in available public records, and the firm does not operate a public-facing website or LinkedIn profile that discloses leadership.

### How does WealthX Advisors source proprietary deal flow?

WealthX Advisors' deal sourcing model is not publicly documented. Without a confirmed website or third-party reports, specific sourcing methods such as direct origination, network referrals, or co-investment partnerships cannot be verified.

### Does WealthX Advisors participate in fund commitments or only direct deals?

WealthX Advisors has not publicly indicated its investment vehicle preferences. There is no verifiable information on whether the firm commits to external funds, pursues direct investments, or uses special purpose vehicles.

### What investment stages does WealthX Advisors typically target?

No public documentation identifies WealthX Advisors' target investment stages. The firm has not disclosed a preference for venture, growth, buyout, or credit strategies.

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- [Ducere Wealth Management](https://altss.com/profile/ducere-wealth-management)
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Last updated: 2026-08-11T15:08:32.892Z

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