# Styled Wealth

> Styled Wealth is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 326784
- Filed as: STYLED WEALTH
- Legal name: Styled Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326784
- AdvisorCensus page: https://advisorcensus.com/firm/styled-wealth-326784

## Quick answers

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

**Is Styled Wealth registered with the SEC or a state?**
Styled Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326784.

**How much does Styled Wealth manage?**
Styled Wealth reports $7,927,177 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Styled Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36).

**Does Styled 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/326784

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,927,177
- Discretionary: $7,927,177
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $4,587,904 |
| High net worth individuals | Fewer than 5 | $3,339,273 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, LA, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- styledwealth.com
- Facebook @styledwealth
- Instagram @styledwealth
- LinkedIn @styledwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Styled Wealth (CRD 326784): Form ADV filing data as of October 2026.