This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-14-2019
- Office Locations
- 2
Office Locations
About Wealthfolio Advisors LLC
WealthFolio Advisors is a California RIA providing comprehensive wealth management and retirement planning for individuals and families navigating job changes, rollovers, and the transition into and through retirement. Portfolios are primarily ETF-based, with planning-led guidance on investing and protecting assets. Offices in Sonoma and Long Beach; custody includes Altruist.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHELE ELAINE HOLTON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #2162301
- Ownership
- 50% but less than 75%
ALYCHANDRA MIGNON MCFARLANE
Financial Advisor, General Partner, Managing Partner
- CRD
- #2540537
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,965,510 | -- |
| Non-Discretionary | $2,137,831 | -- |
| Total | $51,103,341 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing