WealthX Advisors

WealthX Advisors provides ongoing portfolio management and investment advisory services to individuals, charitable organizations, and corporate or business entities, offering both discretionary and non-discretionary management and preparing an Investment Policy Statement for each client. The firm advises on traditional investments such as mutual funds, ETFs and fixed income, and also allocates to alternatives including private placements, venture capital funds, and cryptocurrency.

The firm’s investment process combines multiple methods of analysis — charting, cyclical, fundamental, technical, quantitative analysis and modern portfolio theory — and employs both long‑ and short‑term trading as appropriate to client objectives and documented risk tolerances. WealthX typically seeks discretionary authority to implement trades, conducts at least quarterly account reviews, and provides quarterly custodial statements and separate invoices to clients.

Noteworthy differences from many peers include a formal cryptocurrency asset management capability with custody through a federally chartered crypto custodian and segregated client accounts, plus strict access and transfer protocols for those assets. The brochure also discloses adviser-affiliated activities — including insurance product sales and participation with a blockchain technology provider — and the firm’s acceptance of certain soft‑dollar research benefits; these relationships are identified as potential conflicts and are addressed through disclosure and internal policies.