RIA Intel›Advisers›Florida›WEALTHERA FINANCIAL PLANNING LLC

WEALTHERA FINANCIAL PLANNING LLC

Advisory

FL

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in FL

#2,267

of 2,610 advisers by AUM

Average account

$192K

across 35 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

15 clients

2 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

GIOBEN CAPITAL LLC

$7M

CGI INVESTMENT ADVISERS LLC

ALTAMONTE SPRINGS, FL

$7M

THE EMPOWERMENT FINANCIAL GROUP, LLC

JACKSONVILLE, FL

$7M

MIRZAM ASSET MANAGEMENT, LLC

$7M

$7M

BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC

$7M

Get the full picture on WEALTHERA FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WEALTHERA FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans