WEALTHETIC LLC
CRD #334809 SEC #801-132281 SAN DIEGO, CA (858) 750-1618
SEC Registered
Total AUM
$13.2M
Discretionary
$13.2M
Employees
1
Clients
0
Accounts
61
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $13.2M | $13.2M | $0 | 1 | 0 |
| May 2025 | $13.2M | $13.2M | $0 | 1 | 0 |
| Mar 2025 | $0 | $0 | $0 | 1 | 0 |
| Mar 2025 | $0 | $0 | $0 | 1 | 0 |
| Feb 2025 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$13.2M
Discretionary$13.2M
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$13.2M
Discretionary$13.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0