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

Explore More Retirement Advisors in Austin, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.