WealthDevs
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,930,611
Total clients
27
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$849,282
About
WealthDevs serves individual and high-net-worth clients with continuous discretionary portfolio management, ongoing comprehensive financial planning, and project- or hourly-based planning engagements. The firm also prepares personal and business tax returns as part of its service set.
The adviser primarily implements passively managed portfolios composed of index mutual funds and ETFs to meet asset-allocation targets, while using fundamental and cyclical analysis to inform security- and asset-class decisions. Accounts are managed on a discretionary basis, reviewed quarterly, and clients may impose reasonable restrictions on holdings or sectors.
Distinctive features include a principal with a CPA credential and the inclusion of tax return preparation and tax-aware planning within packaged advisory offerings, an arrangement that is less common among peers of this size. The firm combines upfront onboarding and ongoing retainer or asset-based billing, does not recommend outside managers or engage in block trading, and serves a relatively small client base given its reported assets under management.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
Financial Planning fixed fees range from $499 to $10,000
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
$250.00 per hour for hourly financial planning
Fee-only: Initiate Wealth: $2,500 upfront fee plus $833 per month ongoing fee; Accelerate Wealth: tiered annual advisory fee plus $2,500 upfront fee; Financial Planning fixed fee: $499 to $10,000; Hourly Financial Planning: $250/hour; Personal Tax Return Preparation fees based on complexity
Main office location
WealthDevs
Santa Cruz CA, United States
Number of offices
1
Most active in
WealthDevs has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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
LinkedIn
Facebook
X
Instagram
Website
408-341-9565
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