WealthPaver
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,232
Clients
24
0% high-net worth
Advisors
1
of 2 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
24
TypicalAverage account size
$2,801
About
Wefea Capital primarily serves individual students and student families, along with employers that want to offer financial‑wellness benefits. Using its proprietary WealthPaver platform, the firm provides a goal‑based student‑loan repayment investment program, employer‑integrated savings and milestone tools, and retirement solutions (IRAs, SDIRAs and annuity options), with discretionary portfolio management held at a third‑party custodian.
Clients select an investment term and risk profile (3, 5, 7, 10 years or more) and accounts are invested in diversified model portfolios designed to help meet the chosen repayment or savings objective. The firm applies fundamental, technical and cyclical analysis across both longer‑ and shorter‑term holdings, monitors accounts on a weekly basis, and notes that certain program allocations use a passive investment approach.
Noteworthy aspects relative to peers include an employer‑facing product set fully integrated with Workday and a student‑loan‑specific investment offering, which are uncommon for a firm of this size. The firm also has a small client roster and modest AUM, does not target high‑net‑worth clients, and its senior management engage in significant outside business activities (including licensed accounting/CFO services), which the brochure discloses as part of its operational profile.
Client services
Portfolio management
Expertise
Student loan debt
College savings (529s, UTMA, etc.)
Retirement income strategy
Annuities
Demographic focus
Young Families
Young Professionals
Fee options
1.00% annually
Account minimum: $50
Main office location
WealthPaver
4695 Chabot Drive, Suite 200
Pleasanton CA 94588, United States
Number of offices
1
Most active in
WealthPaver has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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