Unclaimed Profile

David Pardee Foulke

WEALTHN LLC·NEWTOWN SQUARE, Pennsylvania

Series 3, Series 7, Series 63, Series 65Clean record13 years registeredWEALTHN LLC

18 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073CRD# 2721529Firm CRD# 285915

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Pardee Foulke · NEWTOWN SQUARE, PA

Registration

CRD #2721529 · WEALTHN LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHN LLC

UP FINTECH ASSET MANAGEMENT

Mar 2017 – Dec 2024

Newtown Square, PA

ALPHA ARCHITECT

Jan 2013 – Jan 2017

BROOMALL, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · January 2, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHN LLC

CRD 285915 · SEC 801-114105

AUM

$3M

Regulatory assets under management

Employees

7 client accounts

Services offered by WEALTHN LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WEALTHN LLC →

Introduction

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Frequently Asked Questions

What services does David Pardee Foulke offer?

David Pardee Foulke specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are David Pardee Foulke's credentials?

David Pardee Foulke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Pardee Foulke located?

David Pardee Foulke is based in NEWTOWN SQUARE, Pennsylvania, last registered with WEALTHN LLC.

How does David Pardee Foulke charge for services?

David Pardee Foulke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHN LLC?

WEALTHN LLC has approximately 8 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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