Wealthdrive Advisory LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Wealthdrive Advisory LLC ✚
CRD #	304427
SEC #	801-116947
CIK #
AUM
Employees	1 (100% Investors, 0% Brokers)
Phone	434-444-4250
Address	212 Edna Lane Rustburg, VA 24588
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	1	25.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	1	25.0
By Discretionary
Discretionary	1	25.0
Non-Discretionary	0	0.0
Total	1	25.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		25.0
Total	1	25.0

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