# WEALTHY CHOICES

WEALTHY CHOICES is a RIA based in Westwood, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westwood, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** wealthychoices.com

## Regulatory record

- **CRD number:** 134110
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134110

## About

Wealthy Choices® is a registered investment advisor offering financial planning and wealth management. It provides post-retirement income services focused on maintaining lifestyle in retirement, along with investment management, estate planning, and personalized retirement planning. The firm serves clients with securities and advisory services offered through LPL Financial.

## People

- Penelope S. Tzougros — PhD, ChFC, CLU

## Questions

### Who controls WEALTHY CHOICES?

No individual or family has been publicly identified as the principal behind WEALTHY CHOICES. The firm maintains no public roster of directors, trustees, or investment staff, and the registered trademark does not reveal a controlling entity in available filings.

### What does WEALTHY CHOICES invest in?

The firm has not disclosed its asset allocation, sectors of focus, or specific portfolio holdings. Without public filings, a website, or LinkedIn presence, its investment mandate remains unknown.

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Last updated: 2026-08-11T15:08:32.892Z

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