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WEALTHYX

· CRD 172380 · IAPD ↗ · fatesfinancial.com · 973-271-6928

$750Regulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
7States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
July 2026 — WEALTHYX changed its website from saveday.com to fatesfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
July 2026 — WEALTHYX reported RAUM down 100% ($68.8M -> $750).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
July 2026 — WEALTHYX notice-filed in FL, NV, NY, RI, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — WEALTHYX's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
October 2024 — WEALTHYX notice-filed in DE, KS, ME, NE, NH, VA, VT, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
October 2024 — WEALTHYX now reports custody of client assets ($74.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.