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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-25-2024
- Office Locations
- 1
Office Locations
About Wealth IQ
Wealth IQ is a fee-only, planning-centric RIA serving individuals and business owners nationwide, with investment management offered as full-service portfolio oversight or DIY investor support. The firm is known for Canada/U.S. cross-border planning and integrates behavioral finance into advice to help clients stay disciplined. Founder Aditi Kapadia (CFA, CFP) runs a tech-forward practice leveraging tools like RightCapital and Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
ADITI BIMAL KAPADIA
Chief Compliance Officer
- CRD
- #7470126
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,324,242 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,324,242 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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