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WEALTHFOLIO ADVISORS LLC

Advisory

SONOMA, CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CA

#3,437

of 5,480 advisers by AUM

Average account

$185K

across 276 accounts

AUM per adviser

$26M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$51M

Discretionary AUM$49M

Non-Discretionary AUM$2M

Discretionary %95.8%

Total Clients114

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

114 clients

7 high-net-worth

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

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