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Whealth Advisors CRD 304669
$88.3M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
43 W Front St, Ste 16, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-08 |
| NJ | RA | APPROVED | 2019-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Parsippany | NJ | 01/2015 | 09/2016 |
| Lighthouse Financial Advisors | Red Bank | NJ | 09/2016 | 05/2019 |
| Whealth Advisors | Red Bank | NJ | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-29 |
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