THE WEALTH EXPEDITION

THE WEALTH EXPEDITION is an SEC-registered investment adviser (CRD 336109).

Registration

• CRD: 336109
• Type: Registered investment adviser
• Phone: 479 619 7507
• Latest filing: 2025-10-21
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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 336109 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search