# WEALTHEON ADVISORS LLC

WEALTHEON ADVISORS LLC of SAN RAMON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 301663
- Type: SEC-registered investment adviser
- SEC file number: 801-116724
- Location: 2603 CAMINO RAMON, SUITE 426, SAN RAMON, CA, 94582
- Phone: 925-359-6152
- Latest filing: 2019-09-26
- Regulatory AUM: $10.8M
- Discretionary AUM: $10.8M
- Clients: 2
- Accounts: 34

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| DORAISWAMI JAY | MANAGING MEMBER | — |
| DORAISWAMI VALLI Karthikeswari | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301663/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301663/similar
- Related entities: https://search.stillhousedata.com/firm/301663/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301663

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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.