Wealtheq Llc
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ADV data as of Aug 15, 2026
- Regulatory AUM
- $26.4M
- Discretionary
- $26.4M
- Clients
- 12
- Avg AUM / client
- $2.2M
- Accounts
- 45
- Employees
- 1
AUM over time
$26.4M
$26.4M
Jan 9, 2026
Aug 15, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 11 | $25.6M | 96.8% |
| Insurance companies | 1 | $850K | 3.22% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Sutton Corbett | Registered representative | CFP CFA | Feb 2023 (3y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/09/2026 | 980 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
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: Aug 15, 2026.
View current Form ADV (SEC/IAPD) ↗