FINANCIALLY HEALTHY, LLC

FINANCIALLY HEALTHY, LLC of OAKLAND, CA is an SEC-registered investment adviser (CRD 156022). Regulatory assets under management: $57.0M.

Registration

• CRD: 156022
• Type: Registered investment adviser
• Location: 1999 HARRISON STREET, OAKLAND, CA, 94612
• Phone: 510-496-4567
• Latest filing: 2026-02-05
• Regulatory AUM: $57.0M
• Discretionary AUM: $57.0M
• Clients: 1
• Accounts: 162

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156022 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search