{
  "crd_number": 290683,
  "slug": "wealthramp-inc-osterville-ma-290683",
  "primary_business_name": "WEALTHRAMP, INC.",
  "legal_name": "WEALTHRAMP, INC.",
  "dbas": [],
  "city": "Osterville",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "12700",
  "metro": {
    "cbsa_code": "12700",
    "common_name": "Barnstable Town",
    "msa_name": "Barnstable Town, MA",
    "path": "/advisors/ma/barnstable-town"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-12-15",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 1688
    },
    "high_net_worth_individuals": {
      "raum": null,
      "count": 1400
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://countup.wealthramp.com",
    "https://facebook.com/wealthramp",
    "https://instagram.com/pamkruegertv",
    "https://linkedin.com/company/wealthramp",
    "https://substack.com/@pamkrueger",
    "https://tiktok.com/@wealthramp",
    "https://wealthramp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290683",
  "city_as_filed": "OSTERVILLE",
  "url": "https://advisorcensus.com/firm/wealthramp-inc-osterville-ma-290683",
  "display_name": "Wealthramp, Inc.",
  "summary": "Wealthramp, Inc. is an SEC-registered investment advisory firm in Osterville, MA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Wealthramp, Inc. (CRD 290683): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wealthramp, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealthramp, Inc. reports these compensation arrangements: other."
    },
    {
      "q": "Where is Wealthramp, Inc. located?",
      "a": "Wealthramp, Inc.'s principal office is in Osterville, MA, according to its Form ADV."
    },
    {
      "q": "Is Wealthramp, Inc. registered with the SEC or a state?",
      "a": "Wealthramp, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290683."
    },
    {
      "q": "How have Wealthramp, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealthramp, Inc.: Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealthramp, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,688); high net worth individuals (1,400)."
    },
    {
      "q": "Does Wealthramp, Inc. report any disciplinary disclosures?",
      "a": "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/290683"
    },
    {
      "q": "What changed in Wealthramp, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, UT, VA, VT, WI, WV, WY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2021-08-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2022-08-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2023-08-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2024-02-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2025-01-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, UT, VA, VT, WI, WV, WY."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wealthramp-inc-osterville-ma-290683.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1688,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1400,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290683",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}