# Wealth Team LLC

> Wealth Team LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 312747
- Filed as: WEALTH TEAM LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312747
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-team-llc-312747

## Quick answers

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

**Is Wealth Team LLC registered with the SEC or a state?**
Wealth Team LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312747.

**How much does Wealth Team LLC manage?**
Wealth Team LLC reports $1,644,248 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**What types of clients does Wealth Team LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27).

**Does Wealth Team LLC 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/312747

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,644,248
- Discretionary: $1,644,248
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $1,644,248 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truthsocial.com/@johnmcfie
- yourwealthteam.com
- Facebook @johntmcfie
- Instagram @johnmcfie
- LinkedIn @johnmcfie
- Threads @johnmcfie
- TikTok @johnmcfie
- X @JohnMcFie
- YouTube @UC_LouhBf4rI1qvWXXphjW0A

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Team LLC (CRD 312747): Form ADV filing data as of October 2026.