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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 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 |
|---|---|---|---|---|
| BLOOM, DARREN, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOOM, DARREN, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOOM, DARREN, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOOM, DARREN, SCOTT | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BLOOM, DARREN, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ECONOMIST, CERTIFIED FINANCIAL PLANNER | E | Control |
| BLOOM, DARREN, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ECONOMIST, CERTIFIED FINANCIAL PLANNER | E | Control |
Registrations
Federal
IA
Jul 3, 2025 REGISTERED
Notice Filings (1)
CA
Address
5755 OBERLIN DR#301
SAN DIEGO, CA 92121
United States
Phone: (858) 750-1618