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Wealthetic LLC

CRD 334809SEC# 801-132281San Diego, CA
Export (members)
No longer SEC-registered. Wealthetic LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$13.2M
Employees
1
Accounts
61
Location
San Diego, CA

Wealthetic LLC assets under management

Wealthetic LLC is an investment advisory firm registered with the SEC based in San Diego, CA. It reports $13.2 million in regulatory assets under management and employs 1 people.

Wealthetic LLC owners & executives

1 reported
NameTitleOwnershipSince
Darren Scott Bloom ControlManaging Member, Chief Compliance Officer, Economist, Certified Financial PlannerOver 75%2025

Frequently asked questions

How much does Wealthetic LLC manage?

Wealthetic LLC reports $13.2 million in regulatory assets under management on its Form ADV.

How many employees does Wealthetic LLC have?

Wealthetic LLC reports 1 employees.

Where is Wealthetic LLC located?

Wealthetic LLC is based in San Diego, CA.

Does Wealthetic LLC disclose fund performance?

Wealthetic LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5755 Oberlin Dr, #301, San Diego, CA 92121
Office hours8 a.m. - 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$13.2M
Non-discretionary$0
Total (RAUM)$13.2M