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WEALTHN LLC
WEALTHN LLC
UP FINTECH ASSET MANAGEMENT
NEWTOWN SQUARE, Pennsylvania
·
3 registered advisors
·
CRD# 285915
SEC# 801-114105
0
480-631-4700
01
Firm Overview
AUM
$3M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at WEALTHN LLC
3 registered advisors
David Henry Weissman
NEWTOWN SQUARE, Pennsylvania
CRD# 2821025
David Pardee Foulke
NEWTOWN SQUARE, Pennsylvania
CRD# 2721529
Yang Xu
NEWTOWN SQUARE, Pennsylvania
CRD# 6316689
05
Office Locations
NEWTOWN SQUARE, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. WEALTHN LLC (CRD# 285915) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.