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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-22-2023
- Office Locations
- 1
Office Locations
About Wealtheq
WEALTHEQ is a veteran-owned, independent RIA serving retail and institutional clients with an innovation-driven approach and fixed-fee/discount-fee options. The firm provides wealth and tax planning, portfolio construction, and insurance planning, building portfolios that use ETFs and traditional public markets exposure and can incorporate alternatives such as private equity, real estate, hedge funds, and venture capital. Custodies with Charles Schwab & Co.
Team overview
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Custodian
Investment Themes
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Owner & Executives
michael sutton corbett
Chief Compliance Officer
- CRD
- #6703519
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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