WEALTHIX CAPITAL

WEALTHIX CAPITAL of VIRGINIA BEACH, VA is an SEC-registered investment adviser (CRD 308473). Regulatory assets under management: $22.0M.

Registration

• CRD: 308473
• Type: Registered investment adviser
• Location: 2101 PARKS AVE., VIRGINIA BEACH, VA, 23451
• Phone: 757-204-5727
• Latest filing: 2026-01-21
• Regulatory AUM: $22.0M
• Discretionary AUM: $22.0M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, 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 308473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search