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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2025
- Office Locations
- 1
Office Locations
About Wealthetic LLC
WEalthetic LLC is a San Diego-based fiduciary RIA led by CFP professional D. Scott Bloom. The firm delivers fee-based portfolio management and holistic financial planning, using behavioral economics as a core decision-making framework. Specialty work includes estate plan stress testing, business owner solutions, inheritance/trust mapping, and post-divorce strategy. Portfolios commonly use ETFs and public funds; custody includes Charles Schwab.
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Owner & Executives
DARREN SCOTT BLOOM
Managing Member, Chief Compliance Officer, Economist, Certified Financial Planner, Direct Owner
- CRD
- #2928336
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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CONNOR MICHAEL LUDWIG
--
- CRD
- #8314302
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,371,309 | $216,892 |
| Non-Discretionary | $0 | -- |
| Total | $16,371,309 | $216,892 |
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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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