Wealthlet Advisory Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 1
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hot Topic 401(k) Plan Hot Topic, Inc. | 2024 | |
| Samet Corporation 401(k) Profit Sharing Plan Samet Corporation | 2024 | |
| Maternohio 401(k) Profit Sharing Plan And Trust Maternohio Clinical Associates, Llc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Zheng | Registered representative | CFA | Apr 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hot Topic 401(k) Plan | Hot Topic, Inc. | 5,926 | $41.9M | 01/01/2024 |
| Samet Corporation 401(k) Profit Sharing Plan | Samet Corporation | 553 | $38.8M | 01/01/2024 |
| Maternohio 401(k) Profit Sharing Plan And Trust | Maternohio Clinical Associates, Llc | 132 | $63.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2024 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • INVESTMENT IMMIGRATION RELATED SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2024.
View current Form ADV (SEC/IAPD) ↗