WEALTHU ADVISORS LLC

WEALTHU ADVISORS LLC is an SEC-registered investment adviser (CRD 300879). Regulatory assets under management: $861K.

Registration

• CRD: 300879
• Type: Registered investment adviser
• Phone: 717-419-9262
• Latest filing: 2026-04-01
• Regulatory AUM: $861K
• Discretionary AUM: $861K
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, 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 300879 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search