RIA Intel›Advisers›Nevada›WEALTH IN YOURSELF LLC

WEALTH IN YOURSELF LLC

Advisory

ZEPHYR COVE, NV

Data as of Jun 26, 2026 · Source: SEC Form ADV

Average account

$73K

across 48 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA, NV, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

HAWKEN WEALTH MANAGEMENT LLC

$4M

HARVEST WEALTH DESIGN & MANAGEMENT, LLC

LAS VEGAS, NV

$3M

DIANE BOOTH TUNTLAND

LAS VEGAS, NV

$4M

THE SPINELLI GROUP LLC

$3M

MICHAEL CHARLES KISSNER

$3M

ARTIUMOLOGY LLC

LAS VEGAS, NV

$3M

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