Wealthfolio Advisors LLC

Wealthfolio Advisors LLC (CRD# 298857) is a financial advisory firm headquartered in Sonoma, CA. They manage $26,775,642 in 148 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
645 First Street West Suite B, Sonoma, CA 95476
https://wealthfolioadvisors.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $180,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wealthfolio Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michele Holton, financial advisor Sonoma CA
Michele E. Holton
CRD#: 2162301
645 First Street West Suite B, Sonoma, CA 95476

Michele Holton (CRD# 2162301) is an Investment Advisor Representative working at Wealthfolio Advisors LLC in Sonoma, CA and has over 8 years of experience in the finance industry.

2
Alychandra McFarlane, financial advisor Sonoma CA
Alychandra M. McFarlane
CRD#: 2540537
645 First Street West Suite B, Sonoma, CA 95476

Alychandra McFarlane (CRD# 2540537) is an Investment Advisor Representative working at Wealthfolio Advisors LLC in Sonoma, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals