EXPERIENCE YOUR WEALTH, LLC

EXPERIENCE YOUR WEALTH, LLC is an SEC-registered investment adviser (CRD 305991). Regulatory assets under management: $105.3M.

Registration

• CRD: 305991
• SEC file number: 801-136693
• Type: Registered investment adviser
• Phone: (401) 227-7881
• Latest filing: 2026-07-16
• Regulatory AUM: $105.3M
• Non-discretionary AUM: $105.3M
• Clients: 3
• Accounts: 415

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Corporations, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305991 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search