Wealthie Advisors

Wealthie Advisors, LLC is an SEC-registered investment adviser formed in October 2025 that offers discretionary investment management services, including asset allocation, asset selection, rebalancing, and ongoing portfolio monitoring. The firm states it serves individuals, high net worth clients, trusts, estates, businesses, and charitable organizations and may manage assets that result from arrangements with its parent company, Wealthie, Inc.

The firm generally employs a strategic, long-term approach that emphasizes passive indexing and diversified allocations implemented primarily with low-cost ETFs and index mutual funds, with periodic rebalancing and discretionary trade authority. Wealthie charges asset-based fees and requires accounts to be held at a designated custodian; it does not participate in wrap fee programs or charge performance-based fees.

Notable distinctions include its affiliation with Wealthie, Inc., a non‑registered parent developing a home‑equity product that can provide homeowners cash proceeds to be invested and that creates potential conflicts of interest; the adviser discloses a shared‑services arrangement and payment of some advisory revenue to the parent for back‑office and technology support. The filing is an initial Form ADV and, as of December 16, 2025, the adviser reported no assets under management, and it disclaims proxy voting authority for client securities.