# Welthy Advisers, LLC

> Welthy Advisers, LLC is an SEC-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated August 19, 2026.

- CRD: 343538
- Filed as: WELTHY ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343538
- AdvisorCensus page: https://advisorcensus.com/firm/welthy-advisers-llc-343538

## Quick answers

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

**How much does Welthy Advisers, LLC charge?**
Its Form ADV Part 2A brochure dated August 19, 2026 states: Asset-based fee: 1.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Welthy Advisers, LLC registered with the SEC or a state?**
Welthy Advisers, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343538.

**Does Welthy Advisers, LLC 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/343538

**What changed in Welthy Advisers, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 19, 2026)

- Asset-based fee: 1.5% of assets a year

> Fee Basis Annual Fees Average Daily Net Assets of the Fund 1.50%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Welthy Advisers, LLC (CRD 343538): Form ADV filing data as of October 2026.