WEALTHCETERA, LLC

HOUSTON, Texas·11 registered advisors·CRD# 289492
SEC# 801-1121970713-907-0304
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: SUBSCRIPTION FEES FOR WEB-BASED SERVICES
03

Specialties

Investment Management
04

Advisors at WEALTHCETERA, LLC

11 registered advisors
Conrado Julia
HOUSTON, Texas
Eric Michael Theriot
HOUSTON, Texas
Felipe Morases
HOUSTON, Texas
Francis Chad Hanak
HOUSTON, Texas
Gary Wayne Lee
HOUSTON, Texas
Jennifer Prejean Montgomery
HOUSTON, Texas
Kamal Seyed Ghaffarian
HOUSTON, Texas
Prathiba Ramadoss
HOUSTON, Texas
Ronnie Howard Montgomery
HOUSTON, Texas
Selvaraj Jayaraman
HOUSTON, Texas
Stephen Joseph Altimus
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
11 advisors

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Data sourced from SEC Form ADV filings. WEALTHCETERA, LLC (CRD# 289492) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.