RIA Intelligence

WEALTHEON ADVISORS LLC

CRD #301663 SEC #801-116724 SAN RAMON, CA 925-359-6152
SEC Registered
Total AUM
$10.8M
Discretionary
$10.8M
Employees
2
Clients
0
Accounts
34

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 27, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, JAYIMANAGING MEMBERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control
DORAISWAMI, VALLI, KarthikeswariICHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Sep 27, 2019 REGISTERED

Notice Filings (2)

CA TX

Address

2603 CAMINO RAMON
SUITE 426
SAN RAMON, CA 94582
United States
Phone: 925-359-6152