RIA Intel›Advisers›Virginia›WEALTHIX LLC

WEALTHIX LLC

Advisory

VIRGINIA BEACH, VA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account

$6M

across 4 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

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

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Advisers of similar size in VA

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

FI-NANCIAL PLANNER LLC

$22M

EMPIRE ADVISORS WEALTH MANAGEMENT LLC

$22M

AMERICAN FINANCIAL PLANNING, INC.

$22M

GATEWAY FINANCIAL GROUP, INC.

$21M

NEAT FINANCIAL PLANNING, LLC

FALLS CHURCH, VA

$21M

CAMBRIDGE ASSET MANAGEMENT, INC.

$23M

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