# Wealthportrait Financial, LLC

> Wealthportrait Financial, LLC is a state-registered investment advisory firm in Lakeway, TX, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated March 19, 2024.

- CRD: 314459
- Filed as: WEALTHPORTRAIT FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lakeway, TX
- Filing period: October 2026
- Form ADV filing dated: March 19, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314459
- AdvisorCensus page: https://advisorcensus.com/firm/wealthportrait-financial-llc-lakeway-tx-314459

## Quick answers

**How is Wealthportrait Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthportrait Financial, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Wealthportrait Financial, LLC located?**
Wealthportrait Financial, LLC's principal office is in Lakeway, TX, according to its Form ADV.

**Is Wealthportrait Financial, LLC registered with the SEC or a state?**
Wealthportrait Financial, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314459.

**Does Wealthportrait Financial, 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/314459

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthportrait Financial, LLC (CRD 314459): Form ADV filing data as of October 2026.