WEALTHX ADVISORS

WEALTHX ADVISORS is an SEC-registered investment adviser (CRD 337472). Regulatory assets under management: $16.0M.

Registration

• CRD: 337472
• Type: Registered investment adviser
• Phone: 312-350-4717
• Latest filing: 2026-04-22
• Regulatory AUM: $16.0M
• Discretionary AUM: $16.0M
• Clients: 2
• Accounts: 33

Business model

Compensation: % of AUM.

Clients served: 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 337472 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search