W
$27.3K Total AUM
$27.3K Disc. AUM
-- 3Y CAGR
2 Employees
104 ADV. Clients
0 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-2026
- Office Locations
- 1
Office Locations
195 Broadway 4TH Floor, Suite 442 Brooklyn NY
About Wealthie Advisors
Wealthie Advisors is a Brooklyn-based RIA. The firm has been operating for 0 years. Managing $27.3K in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$13.7K AVG AUM / ADVISOR
$263 AVG AUM / CLIENT
0.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
A
Anthony Aulisa
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6930981
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,322 | $263 |
| Non-Discretionary | $0 | -- |
| Total | $27,322 | $263 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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