Wealthdoor Asset Management Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 336825
· SEC file 801-134368
· Sugar Land, TX
· www.wealthdoor.com
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ADV data as of Mar 13, 2026
- Regulatory AUM
- $7.1K
- Discretionary
- $7.1K
- Clients
- 5
- Avg AUM / client
- $1.4K
- Accounts
- 5
- Employees
- 4
AUM over time
$0
$7.1K
Aug 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $7.1K | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 948 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
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Alpaca Securities Llc $7.1K (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗