| Name | Title | Ownership | Since |
|---|---|---|---|
| David Pardee Foulke Control | Chief Financial Officer | Under 5% | 2017 |
| Tiger Fintech Holdings Inc. Control | Parent/Member | Over 75% | 2018 |
| Yang Xu Control | Chief Executive Officer, Chief Operating Officer And Chief Compliance Officer | Under 5% | 2018 |
Wealthn LLC reports $1.1 million in regulatory assets under management on its Form ADV.
Wealthn LLC reports 2 employees.
Wealthn LLC is based in Newtown Square, PA and has been SEC-registered since 2018.
Wealthn LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 18 Campus Boulevard, Suite 100, Newtown Square, PA 19073 |
| Phone | 480-631-4700 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $1M |
| Non-discretionary | $100K |
| Total (RAUM) | $1.1M |