Wealthprime
CRD 332048SEC# 801-131167San Jose, CA
No longer SEC-registered. Wealthprime appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
3
Accounts
—
Location
San Jose, CA
Wealthprime assets under management
Wealthprime is an SEC-registered investment adviser based in San Jose, CA. It employs 3 people.
Wealthprime owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Clark Austin Control | Owner Cco | Over 75% | 2024 |
Frequently asked questions
How many employees does Wealthprime have?
Wealthprime reports 3 employees.
Where is Wealthprime located?
Wealthprime is based in San Jose, CA.
Does Wealthprime disclose fund performance?
Wealthprime is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4100 Moorpark Avenue,, Suite 128, San Jose, CA 95117 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers