WEALTHYX LLC
Doing business as WEALTHYX. SEC Form ADV profile.
Total regulatory AUM
$750
Discretionary
$0
Non-discretionary
$750
Firm details
- CRD number
- 172380
- SEC file number
- 801-80109
- Employees
- 1
- SEC status
- Approved
- Website
- https://www.fatesfinancial.com
- Fee structure
-
Percentage of AUM
As of October 2026.