# Wealthfolio Advisors LLC

> Wealthfolio Advisors LLC is a state-registered investment advisory firm in Sonoma, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 298857
- Filed as: WEALTHFOLIO ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sonoma, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298857
- AdvisorCensus page: https://advisorcensus.com/firm/wealthfolio-advisors-llc-sonoma-ca-298857

## Quick answers

**How is Wealthfolio Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthfolio Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wealthfolio Advisors LLC located?**
Wealthfolio Advisors LLC's principal office is in Sonoma, CA, according to its Form ADV.

**Is Wealthfolio Advisors LLC registered with the SEC or a state?**
Wealthfolio Advisors LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 298857.

**How much does Wealthfolio Advisors LLC manage?**
Wealthfolio Advisors LLC reports $51,103,341 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (96% discretionary).

**What types of clients does Wealthfolio Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (7).

**Does Wealthfolio Advisors 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/298857

## 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: $51,103,341
- Discretionary: $48,965,510
- Non-discretionary: $2,137,831

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $32,219,976 |
| High net worth individuals | 7 | $18,883,365 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthfolio Advisors LLC (CRD 298857): Form ADV filing data as of October 2026.