RIA Intel›Advisers›Pennsylvania›WHEALTHYFP LLC

WHEALTHYFP LLC

Advisory

PA

Data as of Jan 31, 2026 · Source: SEC Form ADV

Rank in PA

#1,525

of 1,528 advisers by AUM

Average account

$3K

across 20 accounts

AUM per adviser

$69K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 31, 2026.

Total AUM

$69K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$69K

Discretionary AUM$69K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, TX

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

7 clients

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

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

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1777 CAPITAL, INC.

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