HEALTHY WEALTH

HEALTHY WEALTH is an SEC-registered investment adviser (CRD 330789). Regulatory assets under management: $8.3M.

Registration

• CRD: 330789
• Type: Registered investment adviser
• Phone: (850) 359-2010
• Latest filing: 2026-07-07
• Regulatory AUM: $8.3M
• Discretionary AUM: $8.3M
• Clients: 1
• Accounts: 77

Business model

Compensation: 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 330789 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search