# WEALTHN LLC

WEALTHN LLC of NEWTOWN SQUARE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 285915
- Type: SEC-registered investment adviser
- SEC file number: 801-114105
- Location: 18 CAMPUS BOULEVARD, SUITE 100, NEWTOWN SQUARE, PA, 19073
- Phone: 480-631-4700
- Latest filing: 2026-04-01
- Regulatory AUM: $1.5M
- Discretionary AUM: $1.5M
- Clients: 2
- Accounts: 4

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285915/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285915/similar
- Related entities: https://search.stillhousedata.com/firm/285915/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285915

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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.