WHTG WEALTH MANAGEMENT, LLC

WHTG WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 338295). Regulatory assets under management: $2.4M.

Registration

• CRD: 338295
• Type: Registered investment adviser
• Phone: (302) 463-1693
• Latest filing: 2026-02-13
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM.

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 338295 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search