|
⚲
|
| Wealthface LLC
✚
|
|
|---|---|
| CRD # | 298984 |
| SEC # | 801-116931 |
| CIK # | |
| AUM | $4.1 MM (2023-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 971509641641 |
| Address | Al Sila Tower, 24th Floor, 2434 Al Maryah Island Abu Dhabi, United Arab Emirates |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 4.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 159 | 4.1 |
| By Discretionary | ||
| Discretionary | 159 | 4.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 159 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 0.3 | |
| Total | 159 | 4.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parco Wealth Management LLC
✚
|
DC | 0.0 |
|
Freeman Capital Advisors LLC
✚
|
NC | 0.0 |
|
Poirier Financial Management LLC
✚
|
0.0 | |
|
Northfront Financial USA Inc
✚
|
0.0 | |
|
Blue Chip Finance LLC
✚
|
0.0 | |
|
KYUR Inc
✚
|
CT | 0.0 |
|
EarlyBird Central Inc
✚
|
NY | 0.0 |
|
Overseas Capital Management LLC
✚
|
0.0 | |
|
Quantbase LLC
✚
|
NY | 0.0 |
|
Meta Investment Management Company LLC
✚
|
NY | 0.0 |