Wealthyx LLC
● SEC registered since 2014CRD 172380SEC# 801-80109
Reg. AUM
$750
Employees
1
Accounts
5
Location
—
About Wealthyx
Operating as Fates Financial, Wealthyx provides recordkeeping infrastructure so retirement accounts can hold actual private-market assets. Offerings include small business 401(k), solo 401(k), and 529 solutions aimed at enterprise platforms, asset managers, and advisors.
Summary based on the firm’s website.
Wealthyx LLC assets under management
Wealthyx LLC is an SEC-registered investment adviser. The firm has been registered since 2014. It reports $750 in regulatory assets under management and employs 1 people.
Wealthyx LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Bennett Mione Control | Cco | 50-75% | 2017 |
| Fates Financial LLC Control | Member | 25-50% | 2026 |
| Finsense Holdings Control | Direct Owner | Over 75% | 2026 |
| Albert Swantner | Member | 50-75% | 2026 |
| Mikhail 2008 Grat | Member | 50-75% | 2008 |
| Oksana 2008 Grat | Member | 50-75% | 2018 |
| Oksana Mindyuk Malysheva | Trustee | Over 75% | 2008 |
| Sputnik Atx Control | Shareholder | Over 75% | 2019 |
Frequently asked questions
How much does Wealthyx LLC manage?
Wealthyx LLC reports $750 in regulatory assets under management on its Form ADV.
How many employees does Wealthyx LLC have?
Wealthyx LLC reports 1 employees.
Does Wealthyx LLC disclose fund performance?
Wealthyx LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 973-271-6928 |
| Office hours | 8 a.m. To 4 p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$750▼ 100%
Apr '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,369 advisers
EmployeesTop 94%
More than 6% of 16,804 advisers
Assets under management
$750regulatory AUM
Discretionary $0Non-discretionary $750