WEALTHLETE MANAGEMENT, LLC
CRD #318627 SEC #802-123761 734-395-6953
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Sachs, David, Alan | I | MANAGING DIRECTOR | NA | Control |
| Sachs, David, Alan | I | MANAGING DIRECTOR | NA | Control |
| Sachs, David, Alan | I | MANAGING DIRECTOR | NA | Control |
| Sachs, David, Alan | I | MANAGING DIRECTOR | NA | Control |
| Steinberg, Jeffrey, Howard | I | MANAGING DIRECTOR | NA | Control |
| Steinberg, Jeffrey, Howard | I | MANAGING DIRECTOR | NA | Control |
| Steinberg, Jeffrey, Howard | I | MANAGING DIRECTOR | NA | Control |
| Steinberg, Jeffrey, Howard | I | MANAGING DIRECTOR | NA | Control |
| DAVID A. SACHS TRUST | DE | OWNER | D | Control |
| DAVID A. SACHS TRUST | DE | OWNER | D | Control |
| DAVID A. SACHS TRUST | DE | OWNER | D | Control |
| DAVID A. SACHS TRUST | DE | OWNER | D | Control |
| VIA REDWOOD, LLC | DE | OWNER | D | Control |
| VIA REDWOOD, LLC | DE | OWNER | D | Control |
| VIA REDWOOD, LLC | DE | OWNER | D | Control |
| VIA REDWOOD, LLC | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Sachs, David, Alan | I | DAVID A. SACHS TRUST | E | Control |
| Sachs, David, Alan | I | DAVID A. SACHS TRUST | E | Control |
| Sachs, David, Alan | I | DAVID A. SACHS TRUST | E | Control |
| Steinberg, Jeffrey, Howard | I | VIA REDWOOD, LLC | D | Control |
| Steinberg, Jeffrey, Howard | I | VIA REDWOOD, LLC | D | Control |
| Steinberg, Jeffrey, Howard | I | VIA REDWOOD, LLC | D | Control |
| Steinberg, Julia, Langworthy | I | VIA REDWOOD, LLC | D | Control |
| Steinberg, Julia, Langworthy | I | VIA REDWOOD, LLC | D | Control |
| Steinberg, Julia, Langworthy | I | VIA REDWOOD, LLC | D | Control |
Registrations
Federal
ERA
Mar 20, 2025 REGISTERED
Address
Phone: 734-395-6953