# Whealth Advisors

> Whealth Advisors is a state-registered investment advisory firm in Red Bank, NJ, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 304669
- Filed as: WHEALTH ADVISORS
- Legal name: Whealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Red Bank, NJ
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304669
- AdvisorCensus page: https://advisorcensus.com/firm/whealth-advisors-red-bank-nj-304669

## Quick answers

**How is Whealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Whealth Advisors reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Whealth Advisors located?**
Whealth Advisors' principal office is in Red Bank, NJ, according to its Form ADV.

**Is Whealth Advisors registered with the SEC or a state?**
Whealth Advisors is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304669.

**How much does Whealth Advisors manage?**
Whealth Advisors reports $88,310,310 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Whealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (23).

**Does Whealth Advisors 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/304669

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $88,310,310
- Discretionary: $88,310,310
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $7,538,487 |
| High net worth individuals | 32 | $80,771,823 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whealthfa.com
- Facebook @whealthadvisors
- Instagram @whealthadvisors
- LinkedIn @whealthadvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whealth Advisors (CRD 304669): Form ADV filing data as of October 2026.