W
$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-11-2025
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About Wealthx Advisors
Wealthx Advisors is a Scottsdale-based RIA. The firm has been operating for 0 years. Managing $16.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$432.4K AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
DOUGLAS CHRISTOPHER BROWN
Managing Partner
- CRD
- #4050702
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JAMES LIVINGSTON THOMPSON II
Chief Compliance Officer, Managing Partner
- CRD
- #4981549
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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