# WEALTH INC.

WEALTH INC. is an SEC-registered investment adviser.

## Registration

- CRD: 140018
- Type: SEC-registered investment adviser
- SEC file number: 801-66452
- Phone: 904-805-0296
- Latest filing: 2010-01-26
- Regulatory AUM: $3.1M
- Discretionary AUM: $3.1M
- Clients: 1
- Accounts: 57

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| FARIES STEPHEN TERRY | CCO/VP/S; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/SHAREHOLDER | — |
| MARCHAND JANE ELIZABETH | PRES/TREA | — |
| YOUNG SHERI MARIE | STOCKHOLDER | — |
| FARIES JOHN ROYAL | STOCKHOLDER | — |
| FARIES JENNIFER CATHERINE | STOCKHOLDER | — |
| YOUNG BARRY MICHAEL | STOCKHOLDER | — |
| FARIES SHILA KAY | STOCKHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140018/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140018/similar
- Related entities: https://search.stillhousedata.com/firm/140018/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140018

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.