WEALTHYX LLC
Legal name: WEALTHYX
CRD #172380 SEC #801-80109 AUSTIN, TX 888-952-7482
SEC Registered
Total AUM
$68.8M
Discretionary
$68.8M
Employees
1
Clients
0
Accounts
2,416
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $68.8M | $68.8M | $0 | 1 | 0 |
| Apr 2025 | $63.4M | $63.4M | $0 | 1 | 0 |
| Apr 2025 | $74.1M | $74.1M | $0 | 1 | 0 |
| Sep 2024 | $74.1M | $74.1M | $0 | 1 | 0 |
| Feb 2024 | $70.2M | $70.2M | $0 | 1 | 0 |
| Oct 2023 | $70.2M | $70.2M | $0 | 1 | 0 |
| Sep 2023 | $70.2M | $70.2M | $0 | 1 | 0 |
| May 2023 | $74.6M | $74.6M | $0 | 1 | 0 |
| Apr 2023 | $74.6M | $74.6M | $0 | 1 | 0 |
| Sep 2022 | $74.6M | $74.6M | $0 | 1 | 0 |
| Sep 2021 | $54.6M | $54.6M | $0 | 1 | 0 |
| Oct 2020 | $21M | $21M | $0 | 1 | 0 |
| Feb 2020 | $21M | $21M | $0 | 1 | 1,800 |
| Sep 2019 | $21M | $21M | $0 | 1 | 1,800 |
| Jul 2019 | $17M | $17M | $0 | 1 | 1,550 |
| Mar 2019 | $11M | $11M | $0 | 1 | 1,172 |
| Mar 2019 | $11M | $11M | $0 | 1 | 1,172 |
| Feb 2019 | $11M | $11M | $0 | 1 | 1,172 |
| Jan 2019 | $11M | $11M | $0 | 1 | 1,172 |
| Oct 2018 | $11M | $11M | $0 | 1 | 1,172 |
| Aug 2018 | $11M | $9.9M | $1.1M | 1 | 1,172 |
| Nov 2017 | $6M | $6M | $0 | 1 | 600 |
| Oct 2017 | $5M | $5M | $0 | 1 | 550 |
| Aug 2017 | $4.6M | $4.6M | $0 | 4 | 500 |
| Aug 2017 | $4.6M | $4.6M | $0 | 4 | 500 |
| Aug 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2015 | $0 | $0 | $0 | 1 | 0 |
| Sep 2015 | $24.6K | $24.6K | $0 | 1 | 0 |
| Jan 2015 | $0 | $0 | $0 | 3 | 0 |
| Nov 2014 | $0 | $0 | $0 | 3 | 0 |
| Aug 2014 | $0 | $0 | $0 | 3 | 0 |
| Jul 2014 | $0 | $0 | $0 | 3 | 0 |
DateAug 2025
Total AUM$68.8M
Discretionary$68.8M
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$63.4M
Discretionary$63.4M
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$74.1M
Discretionary$74.1M
Non-Disc.$0
Employees1
Clients0
DateSep 2024
Total AUM$74.1M
Discretionary$74.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees1
Clients0
DateMay 2023
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees1
Clients1,800
DateSep 2019
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees1
Clients1,800
DateJul 2019
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees1
Clients1,550
DateMar 2019
Total AUM$11M
Discretionary$11M
Non-Disc.$0
Employees1
Clients1,172
DateMar 2019
Total AUM$11M
Discretionary$11M
Non-Disc.$0
Employees1
Clients1,172
DateFeb 2019
Total AUM$11M
Discretionary$11M
Non-Disc.$0
Employees1
Clients1,172
DateJan 2019
Total AUM$11M
Discretionary$11M
Non-Disc.$0
Employees1
Clients1,172
DateOct 2018
Total AUM$11M
Discretionary$11M
Non-Disc.$0
Employees1
Clients1,172
DateAug 2018
Total AUM$11M
Discretionary$9.9M
Non-Disc.$1.1M
Employees1
Clients1,172
DateNov 2017
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees1
Clients600
DateOct 2017
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees1
Clients550
DateAug 2017
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees4
Clients500
DateAug 2017
Total AUM$4.6M
Discretionary$4.6M
Non-Disc.$0
Employees4
Clients500
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2015
Total AUM$24.6K
Discretionary$24.6K
Non-Disc.$0
Employees1
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0