Wealthramp, Inc.
● SEC registered since 2017CRD 290683SEC# 801-112170
Reg. AUM
—
Employees
4
Accounts
—
Location
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Wealthramp, Inc. assets under management
Wealthramp, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It employs 4 people.
Wealthramp, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Clarey | Owner | 5-10% | 2015 |
| City Park LLC | Owner | 5-10% | 2022 |
| Dch Consulting LLC | Owner | 10-25% | 2018 |
| Diane Michele Woolf Control | Chief Financial Officer And Chief Compliance Officer | Under 5% | 2019 |
| Joseph Claudius McNay | Owner | 5-10% | 2015 |
| Pamela Krueger Control | President And Chief Executive Officer | 25-50% | 2012 |
| Christian Hayes | Owner | Over 75% | 2018 |
| Demos Parneros | Owner | Over 75% | 2022 |
Frequently asked questions
How many employees does Wealthramp, Inc. have?
Wealthramp, Inc. reports 4 employees.
Does Wealthramp, Inc. disclose fund performance?
Wealthramp, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (877) 260-9545 |
| Office hours | 24 Hours Daily |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,824 advisers