Wealthn LLC
● SEC registered since 2018CRD 285915SEC# 801-114105Newtown Square, PA
Reg. AUM
$1.5M
Employees
2
Accounts
4
Location
Newtown Square, PA
Wealthn LLC assets under management
Wealthn LLC is a registered investment adviser overseen by the SEC based in Newtown Square, PA. The firm has been registered since 2018. It reports $1.5 million in regulatory assets under management and employs 2 people.
Wealthn LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Pardee Foulke Control | Chief Financial Officer | Under 5% | 2017 |
| Tiger Fintech Holdings Inc. Control | Parent/Member | Over 75% | 2018 |
| Yang Xu Control | Chief Executive Officer, Chief Operating Officer And Chief Compliance Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealthn LLC manage?
Wealthn LLC reports $1.5 million in regulatory assets under management on its Form ADV.
How many employees does Wealthn LLC have?
Wealthn LLC reports 2 employees.
Where is Wealthn LLC located?
Wealthn LLC is based in Newtown Square, PA and has been SEC-registered since 2018.
Does Wealthn LLC disclose fund performance?
Wealthn LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18 Campus Boulevard, Suite 100, Newtown Square, PA 19073 |
| Phone | 480-631-4700 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.5M▲ 36%
Mar '25Form 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
$1.5Mregulatory AUM
Discretionary $1.5M