# Wealthpaver

> Wealthpaver is a state-registered investment advisory firm in Pleasanton, CA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 299615
- Filed as: WEALTHPAVER
- Legal name: Wefea Capital LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pleasanton, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299615
- AdvisorCensus page: https://advisorcensus.com/firm/wealthpaver-pleasanton-ca-299615

## Quick answers

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

**Where is Wealthpaver located?**
Wealthpaver's principal office is in Pleasanton, CA, according to its Form ADV.

**Is Wealthpaver registered with the SEC or a state?**
Wealthpaver is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 299615.

**How much does Wealthpaver manage?**
Wealthpaver reports $67,232 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Wealthpaver's assets and staff changed since 2021?**
In the Form ADV data for Wealthpaver: Regulatory assets under management: $7,673 in the October 2021 data and $67,232 in the October 2026 data, up 776%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthpaver serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24).

**Does Wealthpaver 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/299615

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $67,232
- Discretionary: $67,232
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $67,232 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 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)
- wealthpaver.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,673 | 3 | February 18, 2021 |
| October 2022 | $22,450 | 3 | August 11, 2022 |
| October 2026 | $67,232 | 2 | March 31, 2026 |

Regulatory assets under management: $7,673 in the October 2021 data and $67,232 in the October 2026 data, up 776%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthpaver (CRD 299615): Form ADV filing data as of October 2026.