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Wealthyx LLC

● SEC registered since 2014CRD 172380SEC# 801-80109Austin, TX
Export (members)
Reg. AUM
$68.8M
Employees
1
Accounts
2,416
Location
Austin, TX

Wealthyx LLC assets under management

Wealthyx LLC is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2014. It reports $68.8 million in regulatory assets under management and employs 1 people.

Wealthyx LLC owners & executives

8 reported
NameTitleOwnershipSince
Barry Bennett Mione ControlCcoUnder 5%2017
Dcp360, Inc., D/B/A Saveday ControlMemberOver 75%2019
Mikhail 2008 GratMember50-75%2008
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Frequently asked questions

How much does Wealthyx LLC manage?

Wealthyx LLC reports $68.8 million in regulatory assets under management on its Form ADV.

How many employees does Wealthyx LLC have?

Wealthyx LLC reports 1 employees.

Where is Wealthyx LLC located?

Wealthyx LLC is based in Austin, TX and has been SEC-registered since 2014.

Does Wealthyx LLC disclose fund performance?

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

Contact & registration

Address1816 South 1st St, Suite 200, Austin, TX 78704
Phone973-271-6928
Office hours8 a.m. To 4 p.m. Est
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$68.8M
Non-discretionary$0
Total (RAUM)$68.8M