Wealthetic LLC
CRD 334809SEC# 801-132281San Diego, CA
No longer SEC-registered. Wealthetic LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$13.2M
Employees
1
Accounts
61
Location
San Diego, CA
Wealthetic LLC assets under management
Wealthetic LLC is an investment advisory firm registered with the SEC based in San Diego, CA. It reports $13.2 million in regulatory assets under management and employs 1 people.
Wealthetic LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darren Scott Bloom Control | Managing Member, Chief Compliance Officer, Economist, Certified Financial Planner | Over 75% | 2025 |
Frequently asked questions
How much does Wealthetic LLC manage?
Wealthetic LLC reports $13.2 million in regulatory assets under management on its Form ADV.
How many employees does Wealthetic LLC have?
Wealthetic LLC reports 1 employees.
Where is Wealthetic LLC located?
Wealthetic LLC is based in San Diego, CA.
Does Wealthetic LLC disclose fund performance?
Wealthetic LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5755 Oberlin Dr, #301, San Diego, CA 92121 |
| Office hours | 8 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$13.2MNo change
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$13.2Mregulatory AUM
Discretionary $13.2M