Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > austin > WEALTHYX
WEALTHYX
301 Congress Ave.
Suite 2220
Austin, Texas 78701
Tel: 888-952-7482
About WEALTHYX
WEALTHYX, formally registered with the SEC as WEALTHYX. The firm was established in 08/01/2014. They have over 2 offices throughout the country.
WEALTHYX is a Austin, Texas based Financial Planning firm with nearly $74,136,701 assets under management, offering retirement planning & investment advisory services to 3720 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172380 |
| SEC# | 801-80109 |
| Assets Managed by Firm | $74,136,701 |
| No. of Clients | 3720 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3720 | $74,136,701 |
| Individuals (other than high net worth individuals) | 3720 | $74,136,701 |
More Retirement Planning firms in Austin, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Austin, Texas