# Wealthy Choices (R)

> Wealthy Choices (R) is a state-registered investment advisory firm in Westwood, MA, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated October 20, 2025.

- CRD: 134110
- Filed as: WEALTHY CHOICES (R)
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westwood, MA
- Filing period: October 2026
- Form ADV filing dated: October 20, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134110
- AdvisorCensus page: https://advisorcensus.com/firm/wealthy-choices-r-westwood-ma-134110

## Quick answers

**How is Wealthy Choices (R) compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthy Choices (R) reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealthy Choices (R) located?**
Wealthy Choices (R)'s principal office is in Westwood, MA, according to its Form ADV.

**Is Wealthy Choices (R) registered with the SEC or a state?**
Wealthy Choices (R) is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 134110.

**Does Wealthy Choices (R) 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/134110

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthy Choices (R) (CRD 134110): Form ADV filing data as of October 2026.