Wealthlet
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
50
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$0
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
Financial planning
Portfolio management
Investment immigration related services
Expertise
Passive / index investing
Occupation focus
Founder/Business Owner
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 location
Wealthlet
152 53 10 Th Avenue, Ste 235
Whitestone NY 11357, United States
Number of offices
1
Most active in
Wealthlet has reported serving >5 clients in these states in the last 12 months.
New York
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:
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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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