RIA · CRD 172380SEC-Registered

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WealthyX

WealthyX is an SEC-registered investment adviser in Austin, TX, registered since 2014. The firm manages $69 million in regulatory assets. It has one employee...

WealthyX logo

WealthyX

WealthyX is an SEC-registered investment adviser in Austin, TX, registered since 2014. The firm manages $69 million in regulatory assets. It has one employee and one investment adviser.

General information

Firm type

RIA

Year founded

2014

Location

Region

North America

Country

United States

City

Austin

Corporate office

Austin, TX, United States

Frequently asked questions

Where does WealthyX's capital come from?

The source of WealthyX's capital has not been disclosed. Austin-based family offices frequently trace their wealth to technology exits, private equity, energy, or real estate, but no specific origin has been confirmed for this firm.

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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