Wealthyx LLC
● SEC registered since 2014CRD 172380SEC# 801-80109
Reg. AUM
$750
Employees
1
Accounts
3
Location
—
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 |
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Join to unlock · $37/moFrequently 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$750regulatory AUM
Discretionary $0Non-discretionary $750