Wealthion
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealthion provides discretionary portfolio management and solicitor/referral services to individuals, high net worth individuals, family offices, institutions, and other entities. The brochure notes the firm only recently began onboarding portfolio management clients and reported zero assets under management as of June 30, 2026, while continuing to refer prospects to other registered investment advisers via affiliated and unaffiliated websites.
The firm tailors advice to individual client objectives and may manage accounts on a discretionary or non-discretionary basis, employing strategies that emphasize real assets (real estate, farmland, rare earths, infrastructure, natural resources and commodities) and that can include long- and short-term purchases, technical analysis, short sales, and margin as hedging tools. Wealthion states tax efficiency is not a primary consideration and uses the custodian’s money-market sweep as its cash vehicle.
Wealthion’s structure is distinctive for its industry affiliations and marketing activities: it is owned through entities connected to precious-metals commodity broker-dealers (Gold Bullion International and GoldSilver) and is affiliated with SCP Real Assets, a securities broker-dealer, and the brochure discloses referral fee arrangements, paid educational interview fees, and potential conflicts because certain personnel are registered representatives who may receive separate commission-based compensation. The firm also discloses website-based solicitation and endorsement-style promotional activity and recently transitioned from a solicitor-only role to offering discretionary portfolio management while operating as a single-advisor practice.
Client services
Expertise
Fee options
0.85% to 2.00%
Certain persons are registered representatives receiving commission-based compensation for securities transactions separately from advisory fees.
Main office
See officeHyannis Port MA
Advisors at this office
1
Offices (2)
Most active in
Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Also doing business as
Greylock Peak Investments, LLC · Greylock Peak Ventures LLC · Wealthion
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William R
Series 63, Series 65, Series 66
Hyannis Port, MA
Wealthion
William Reik is a financial advisor at Wealthion with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Greylock Peak Investments, SCP Real Assets, Compass Securities Corporation, Bristol Gold Group, and Sprott Asset Management. Wealthion provides discretionary portfolio management and referral services to individuals, high net worth clients, family offices, and institutions. The firm focuses on strategies involving real assets such as real estate, commodities, and natural resources, and offers both discretionary and non-discretionary account management while maintaining various broker-dealer affiliations and a referral-based business model.
Matthew A
Series 63, Series 65
Savannah, GA
Wealthion
Matthew Apelman is a financial advisor with Wealthion in Savannah, GA, holding Series 63 and Series 65 licenses. He has been with Wealthion since 2026 and previously worked at Fidelity Investments. Outside of his advisory role, he is also involved with Gold Bullion International LLC. Wealthion provides discretionary portfolio management and referral services to individuals, high net worth clients, family offices, and institutions. The firm focuses on strategies emphasizing real assets and uses a distinctive structure connected to precious-metals broker-dealers and affiliated entities.
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