# Wealthie Advisors

> Wealthie Advisors is an SEC-registered investment advisory firm in Brooklyn, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 340058
- Filed as: WEALTHIE ADVISORS
- Legal name: Wealthie Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brooklyn, NY
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340058
- AdvisorCensus page: https://advisorcensus.com/firm/wealthie-advisors-brooklyn-ny-340058

## Quick answers

**How is Wealthie Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthie Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Wealthie Advisors located?**
Wealthie Advisors' principal office is in Brooklyn, NY, according to its Form ADV.

**Is Wealthie Advisors registered with the SEC or a state?**
Wealthie Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340058.

**How much does Wealthie Advisors manage?**
Wealthie Advisors reports $27,322 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**What types of clients does Wealthie Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104).

**Which custodians does Wealthie Advisors use?**
Wealthie Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RQD* Clearing, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthie Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340058

**Does Wealthie Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated December 19, 2025 says: "Currently there is no investment minimum."

**What changed in Wealthie Advisors' recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $18,108 to $27,322 (+51%). Registered or notice-filed in AZ, CT, FL, ID, IL, KS, LA, MI, NC, NE, NH, NJ, NV, OH, OR, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated December 19, 2025)

- Account minimum: None

> Currently there is no investment minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- RQD* Clearing, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $27,322
- Discretionary: $27,322
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $27,322 |
| High net worth individuals | 0 | $0 |
| 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)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, ID, IL, KS, LA, MI, NC, NE, NH, NJ, NV, NY, OH, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bewealthie.com/advisors](https://bewealthie.com/advisors)

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $18,108 to $27,322 (+51%).
- Registered or notice-filed in AZ, CT, FL, ID, IL, KS, LA, MI, NC, NE, NH, NJ, NV, OH, OR, TX.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthie Advisors (CRD 340058): Form ADV filing data as of October 2026.