Wealthyx (CRD# 172380) is a financial advisory firm headquartered in New York, NY. They manage $6,000,000 in 600 accounts and serve the financial needs of clients across 22 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts600ACCOUNTS
Average Account Value$10,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, FL, IL, IN, LA, MA, MI, MN, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT