WEALTHIE ADVISORS, LLC

WEALTHIE ADVISORS, LLC of BROOKLYN, NY is an SEC-registered investment adviser (CRD 340058). Regulatory assets under management: $27K.

Registration

• CRD: 340058
• SEC file number: 801-135205
• Type: Registered investment adviser
• Location: 195 BROADWAY, 4TH FLOOR, SUITE 442, BROOKLYN, NY, 11211
• Phone: (718) 550-1401
• Latest filing: 2026-06-26
• Regulatory AUM: $27K
• Discretionary AUM: $27K
• Clients: 2
• Accounts: 104

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340058 on SEC IAPD (source of record)
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