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WEALTHIE ADVISORS

BROOKLYN, NY · CRD 340058 · IAPD ↗ · bewealthie.com · (718) 550-1401

$27,322Regulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
August 2026 — WEALTHIE ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
July 2026 — WEALTHIE ADVISORS notice-filed in AZ, CT, FL, ID, IL, KS, LA, MI, NC, NE, NH, NJ, NV, OH, OR, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
June 2026 — WEALTHIE ADVISORS changed its website from wealthieadvisors.com to bewealthie.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
February 2026 — WEALTHIE ADVISORS (BROOKLYN, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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