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Rosa Icela Chalekian

WEALTHTECH PARTNERS LLC·PASADENA, California
Unclaimed Profile
301 N LAKE AVE, PASADENA, CA 91101CRD# 5873454Firm CRD# 315746
01

About

Rosa Icela Chalekian is a registered financial advisor based in PASADENA, California, affiliated with WEALTHTECH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHTECH PARTNERS LLC
WEALTHTECH PARTNERS LLC
AUM
$115M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WEALTHTECH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5873454
Firm CRD# 315746
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rosa Icela Chalekian offer?
Rosa Icela Chalekian specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.
What are Rosa Icela Chalekian's credentials?
Rosa Icela Chalekian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosa Icela Chalekian located?
Rosa Icela Chalekian is based in PASADENA, California, working with WEALTHTECH PARTNERS LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Rosa Icela Chalekian charge for services?
Rosa Icela Chalekian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHTECH PARTNERS LLC?
WEALTHTECH PARTNERS LLC has approximately 5 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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