Wealthlet
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealthlet provides portfolio management, financial planning, and a specialized investment-immigration practice that covers EB-5 and E-2 matters, including investment fund advisory, business-development representation, and legal preparation and filings. It serves individuals, families, charitable organizations, businesses, and pooled investment vehicles, including clients with cross-border or immigration-related investment needs.
The firm follows a fundamental, bottom-up value investing approach, seeking securities that trade below estimated intrinsic value to provide a margin of safety, and operates under a stated fiduciary code of ethics. Wealthlet generally manages portfolios on a discretionary basis, conducts account and financial plan reviews at least quarterly, and will incorporate client-imposed investment restrictions when specified.
Noteworthy for a small, independent adviser, Wealthlet integrates investment-immigration advisory work—spanning both securities and non-securities matters—into its service mix alongside traditional wealth management. The firm also operates as a fee-only adviser with no stated account minimums and negotiable engagement terms for financial planning and immigration services, a combination that is less common among peers of its size.
Client services
Expertise
Occupation focus
Fee options
Fixed fees reported in SEC Form ADV Part 1, but not specifically detailed in brochure
1.50% annual portfolio management fee (0.375% per quarter)
Hourly charges reported in SEC Form ADV Part 1, but not specifically detailed in brochure
Account minimum: No account minimums, no income minimums, nor net worth minimums Fee-only: Financial planning and investment immigration fees are negotiated on an individual basis
Main office
152 53 10th Avenue, Ste 235
Whitestone NY 11357
Advisors at this office
1
Most active in
New York
Also doing business as
Wealthlet · Wealthlet Advisory LLC · Wealthlet Capital Management 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
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