# Wealthramp, Inc.

> 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.

- CRD: 290683
- Filed as: WEALTHRAMP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Osterville, MA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290683
- AdvisorCensus page: https://advisorcensus.com/firm/wealthramp-inc-osterville-ma-290683

## Quick answers

**How is Wealthramp, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthramp, Inc. reports these compensation arrangements: other.

**Where is Wealthramp, Inc. located?**
Wealthramp, Inc.'s principal office is in Osterville, MA, according to its Form ADV.

**Is Wealthramp, Inc. registered with the SEC or a state?**
Wealthramp, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290683.

**How have Wealthramp, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Wealthramp, Inc. serve?**
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).

**Does Wealthramp, Inc. 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/290683

**What changed in Wealthramp, Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,688 | $0 |
| High net worth individuals | 1,400 | Not reported |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- countup.wealthramp.com
- substack.com/@pamkrueger
- wealthramp.com
- Facebook @wealthramp
- Instagram @pamkruegertv
- LinkedIn @wealthramp
- TikTok @wealthramp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 3 | August 23, 2021 |
| October 2022 | Not reported | 6 | August 23, 2022 |
| October 2023 | Not reported | 4 | August 16, 2023 |
| October 2024 | Not reported | 4 | February 7, 2024 |
| October 2025 | Not reported | 4 | January 23, 2025 |
| October 2026 | Not reported | 4 | October 1, 2026 |

Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- 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.

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthramp, Inc. (CRD 290683): Form ADV filing data as of October 2026.