# Democratize Wealth

> Democratize Wealth is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated June 3, 2026.

- CRD: 341050
- Filed as: DEMOCRATIZE WEALTH
- Legal name: Democratize Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341050
- AdvisorCensus page: https://advisorcensus.com/firm/democratize-wealth-341050

## Quick answers

**How is Democratize Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Democratize Wealth reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Democratize Wealth registered with the SEC or a state?**
Democratize Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341050.

**Does Democratize Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/341050

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mobyverified.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Democratize Wealth (CRD 341050): Form ADV filing data as of October 2026.