RIA Intel›Advisers›New Jersey›WHEALTH ADVISORS, LLC

WHEALTH ADVISORS, LLC

Advisory

RED BANK, NJ

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in NJ

#609

of 775 advisers by AUM

Average account

$254K

across 348 accounts

AUM per adviser

$44M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$88M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$88M

Discretionary AUM$88M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY

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

55 clients

32 high-net-worth

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

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