WEALTHONE, LLC
CRD #284679 SEC #801-108219 ALBANY, NY (518) 867-4000
SEC Registered
Total AUM
$382.2M
Discretionary
$365.6M
Employees
12
Clients
1
Accounts
1,265
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 22, 2023
- 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 |
|---|---|---|---|---|
| SLINGERLAND, TODD, ARTHUR | I | PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER, PRESIDENT, CEO AND CCO | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| SLINGERLAND, TODD, ARTHUR | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | INTERIM CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 22, 2023 REGISTERED
Notice Filings (16)
CA CT FL LA MA ME NC NH NJ NY PA SC SD TN TX VT
Address
6 TOWER PLACEALBANY, NY 12203
United States
Phone: (518) 867-4000