Wealthie Advisors, LLC
● SEC registered since 2026CRD 340058SEC# 801-135205Brooklyn, NY
Reg. AUM
$27K
Employees
2
Accounts
104
Location
Brooklyn, NY
Wealthie Advisors, LLC assets under management
Wealthie Advisors, LLC operates as an SEC-registered investment adviser based in Brooklyn, NY. The firm has been registered since 2026. It reports $27,322 in regulatory assets under management and employs 2 people.
Wealthie Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Aulisa Control | Chief Compliance Officer And Ceo | Under 5% | 2025 |
| Wealthie Inc. Control | Holding Company | Over 75% | 2025 |
| Rodrigo Vicuna Control | Owner/Founder | Over 75% | 2024 |
Frequently asked questions
How much does Wealthie Advisors, LLC manage?
Wealthie Advisors, LLC reports $27,322 in regulatory assets under management on its Form ADV.
How many employees does Wealthie Advisors, LLC have?
Wealthie Advisors, LLC reports 2 employees.
Where is Wealthie Advisors, LLC located?
Wealthie Advisors, LLC is based in Brooklyn, NY and has been SEC-registered since 2026.
Does Wealthie Advisors, LLC disclose fund performance?
Wealthie Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 195 Broadway, 4th Floor, Suite 442, Brooklyn, NY 11211 |
| Phone | (718) 550-1401 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$27K▲ 51%
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$27Kregulatory AUM
Discretionary $27K