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Wealthetic LLC

EST. AUM
$16,371,309

CONTACTS
1

CLIENT ACCOUNTS
59

Firm Details

Metro area San Diego
CRD Number 334809
Website wealthetic.com
Client types

Overview

Wealthetic is a registered investment advisory firm that integrates behavioral economics into its financial planning and wealth management services. Emphasizing a deeply personalized approach, the firm focuses on understanding clients' inherent intentions and life goals, rather than solely concentrating on numerical financial targets. This methodology, referred to as Holistic WealthCare, complements traditional financial planning by considering the broader aspects of an individual's well-being. Wealthetic positions itself as a fiduciary, legally obligated to prioritize clients' best interests, distinguishing itself from larger financial institutions where shareholder profits may take precedence over client needs.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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