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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Aug 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| MIONE, BARRY, BENNETT | I | CCO | NA | Control |
| DCP360, INC., D/B/A SAVEDAY | DE | MEMBER | E | Control |
| DCP360, INC., D/B/A SAVEDAY | DE | MEMBER | E | Control |
| DCP360, INC., D/B/A SAVEDAY | DE | MEMBER | E | Control |
| NEW KAPITALL HOLDINGS LLC | DE | OWNER | E | Control |
| NEW KAPITALL HOLDINGS LLC | DE | OWNER | E | Control |
| NEW KAPITALL HOLDINGS LLC | DE | OWNER | E | Control |
| NEW KAPITALL HOLDINGS LLC | DE | OWNER | E | Control |
| NEW KAPITALL HOLDINGS LLC | DE | OWNER | E | Control |
| NEW KAPITALL HOLDINGS LLC | DE | OWNER | E | Control |
| NEW KAPITALL HOLDINGS LLC | DE | OWNER | E | Control |
| NEW KAPITALL HOLDINGS LLC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| SAVEDAY INC | DE | OWNER | E | Control |
| YUEN, PETER | I | CEO AND CCO | E | Control |
| YUEN, PETER | I | CEO AND CCO | E | Control |
| YUEN, PETER | I | CEO AND CCO | E | Control |
| YUEN, PETER | I | CEO AND CCO | E | Control |
| YUEN, PETER | I | CEO AND CCO | E | Control |
| YUEN, PETER | I | CEO AND CCO | E | Control |
| YUEN, PETER | I | CEO AND CCO | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
| MALYSHEVA, OKSANA, MINDYUK | I | SAVEDAY INC | D | Control |
Registrations
Federal
IA
Aug 29, 2025 REGISTERED
Notice Filings (45)
AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO NC NE NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA VT WA WI WV
Address
1816 SOUTH 1ST STSUITE 200
AUSTIN, TX 78704
United States
Phone: 888-952-7482