RIA Intel›Advisers›Arizona›WEALTHX ADVISORS LLC

WEALTHX ADVISORS LLC

Advisory

AZ

Data as of Apr 22, 2026 · Source: SEC Form ADV

Average account

$485K

across 33 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

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

37 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 AZ

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

OCOTILLO WEALTH MANAGEMENT LLC

$16M

ING QUANTITATIVE MANAGEMENT, INC.

$16M

MCCAULEY INVESTMENT ADVISORY, LLC

$16M

JRJ MANAGEMENT, L.L.C.

$16M

FIVE PEAKS FINANCIAL CONSULTING, INC.

$16M

LIFE MOVES WEALTH MANAGEMENT, LLC

$15M

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