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WEALTHYX

Tel: 888-952-7482
301 Congress Ave.
Suite 2220
Austin, Texas  78701

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WEALTHYX

WEALTHYX is a Austin, Texas based financial advisory firm with nearly $74,136,701 in assets under management and provides investment advisory services for 3720 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

172380

SEC#:

801-80109

No. of Clients:

3720

Assets under Management

$74,136,701

No. of Advisors:

1

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