WEalthetic LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WEalthetic LLC works with individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, offering asset management, comprehensive portfolio management that incorporates financial planning, and standalone financial planning and consulting. Portfolios and plans are customized to client goals and may include individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, with ongoing monitoring and rebalancing.
The firm emphasizes individualized strategy construction informed by a broad set of analytical methods — including fundamental, technical/charting, quantitative, cyclical and sector analysis — to guide asset allocation and security selection. Tactical, strategic and core‑satellite approaches are used as appropriate, and the firm may employ options, short‑term trades or other active strategies when consistent with a client’s objectives and risk tolerance.
Unlike most solo independent advisers, WEalthetic also provides portfolio management to institutional and corporate clients (corporations, LLCs and similar entities) in addition to individuals, and offers corporate‑oriented services such as corporate and personal tax planning, cost segregation studies, corporate structure review and real‑estate analysis. The firm’s representatives are also licensed to offer insurance products, a relationship disclosed in the brochure as creating potential conflicts that the firm seeks to manage.
Client services
Expertise
Fee options
Up to $12,000 maximum flat fees for financial planning and consulting
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.75% annually
Up to $350 per hour
Main office
5755 Oberlin Dr, #301
San Diego CA 92121
Advisors at this office
2
Most active in
California
Also doing business as
Holistic Wealthcare LLC · Wealthetic LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
Quick links
Advisors at this firm
Darren B
CFP®, Series 63, Series 65
San Diego, CA
WEalthetic LLC
Darren Bloom is a CFP® with 28 years of industry experience, currently serving as the sole advisor at WEalthetic LLC since 2025. He previously spent 15 years at LPL Financial, llc. Outside of his advisory role, he organizes the Baja Rally, a racing event based in San Diego. WEalthetic LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $13.2 million across 24 clients. The firm offers tailored portfolio management integrating various investment strategies and also serves institutional-type clients with consulting services in corporate structure, tax planning, and real estate analysis.
Connor L
Series 65
San Diego, CA
WEalthetic LLC
Connor Ludwig is a financial advisor at WEalthetic LLC with a Series 65 designation and one year of industry experience. Prior to joining WEalthetic, he worked in various roles including positions at Ace Parking, Ascenden, and Boise State University. WEalthetic LLC serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management, comprehensive portfolio management with integrated financial planning, and standalone financial planning and consulting. The firm employs diverse analytical methods and a range of investment strategies to tailor portfolios and plans to client goals, offering services to both individual and institutional clients.
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