# Walk You to Wealth

> Walk You to Wealth is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 334943
- Filed as: WALK YOU TO WEALTH
- Legal name: Walk You to Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334943
- AdvisorCensus page: https://advisorcensus.com/firm/walk-you-to-wealth-334943

## Quick answers

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

**Is Walk You to Wealth registered with the SEC or a state?**
Walk You to Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334943.

**How much does Walk You to Wealth manage?**
Walk You to Wealth reports $8,728,844 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**What types of clients does Walk You to Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Walk You to 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/334943

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,728,844
- Discretionary: $8,728,844
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,835,351 |
| High net worth individuals | Fewer than 5 | $6,893,493 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- m.yelp.com/biz/walk-you-to-wealth-dover
- walkyoutowealth.com
- Facebook facebook.com
- Instagram @walkyoutowealth
- LinkedIn @walk-you-to-wealth
- LinkedIn @kevin-c-feig
- X @walkyoutowealth
- YouTube @walkyoutowealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Walk You to Wealth (CRD 334943): Form ADV filing data as of October 2026.