WEALTHIE ADVISORS, LLC
Legal name: WEALTHIE ADVISORS
CRD #340058 SEC #801-135205 BROOKLYN, NY (718) 550-1401
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 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 |
|---|---|---|---|---|
| Aulisa, Anthony | I | CHIEF COMPLIANCE OFFICER AND CEO | NA | Control |
| WEALTHIE INC. | DE | HOLDING COMPANY | E | Control |
Registrations
Federal
IA
Dec 19, 2025 REGISTERED
Notice Filings (2)
CA NY
Address
195 BROADWAY4TH FLOOR, SUITE 442
BROOKLYN, NY 11211
United States
Phone: (718) 550-1401