WEALTH 73, LLC

WEALTH 73, LLC is an SEC-registered investment adviser (CRD 316611). Regulatory assets under management: $25.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 316611
• Type: Registered investment adviser
• Phone: 904-821-7373
• Latest filing: 2026-06-09
• Regulatory AUM: $25.8M
• Discretionary AUM: $25.8M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search