THERAWEALTH, LLC

THERAWEALTH, LLC is an SEC-registered investment adviser (CRD 337978). Regulatory assets under management: $8.3M.

Registration

• CRD: 337978
• Type: Registered investment adviser
• Phone: 682-593-9979
• Latest filing: 2026-02-09
• Regulatory AUM: $8.3M
• Non-discretionary AUM: $8.3M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search