$67.2K Total AUM
$67.2K Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
14 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2011
- Office Locations
- 1
Office Locations
4695 Chabot Drive, Suite 200 Pleasanton CA
About Wealthpaver
Wealthpaver is a Pleasanton-based RIA. The firm has been operating for 14 years. Managing $67.2K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$67.2K AVG AUM / ADVISOR
$2.8K AVG AUM / CLIENT
6.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
H
Hariharan Raghavan Iyer
Chief Compliance Officer
- CRD
- #7044470
- Ownership
- 10% but less than 25%
Available
Available
Available
Avni Jayesh Patel
Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,232 | $2,041 |
| Non-Discretionary | $0 | -- |
| Total | $67,232 | $2,041 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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