WEALTHN LLC of NEWTOWN SQUARE, PA is an SEC-registered investment adviser (CRD 285915). Regulatory assets under management: $1.5M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Xu Yang | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | Grand Cayman, E9 |
| David Pardee Foulke | CHIEF FINANCIAL OFFICER | Wayne, PA |
| Yang Xu | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WEISSMAN DAVID HENRY | CHIEF OPERATING OFFICER | — |
| FOULKE DAVID PARDEE | CHIEF FINANCIAL OFFICER | — |
| MENDEZ CHRISTOPHER RAYMOND | CHIEF COMPLIANCE OFFICER | — |
| Zhang Jiayu | QUANTITATIVE ANALYST | — |
| Moscony Janaya | CHIEF COMPLIANCE OFFICER | — |