Overview
A. Firm Information
Wealthramp, Inc. (“Wealthramp” or the “Advisor”) is a registered investment advisor with the U.S.
Securities and Exchange Commission (“SEC”) conducting business as an “Internet-only” advisor pursuant
to Section 203A- 2(e) of the Investment Advisers Act of 1940, as amended (the “Advisers Act”).
Wealthramp is organized as a corporation under the laws of the State of Delaware, effective April 2019.
Previously, Wealthramp was a corporation under the laws of the State of California. Wealthramp was
founded in 2012. In November 2017, Wealthramp expanded its services to include solicitor referral services
for registered investment advisors. Wealthramp is primarily owned by Pamela E. Krueger (President).
Additional owners are investors and not control persons of the Advisor. This Disclosure
Brochure provides
information regarding the qualifications, business practices, and the advisory services provided by
Wealthramp.
For questions regarding this Disclosure Brochure, please contact Diane Woolf (at diane@Wealthramp.com.
B. Advisory Services Offered
Wealthramp provides individuals, high net worth individuals, trusts, and estates (each referred to as an
“Investor”) with an interactive, online financial advice matching platform at https://Wealthramp.com.The
mission of Wealthramp is to match Investors with fiduciaries to assist the Investor with their financial
needs.
Wealthramp does not manage investment assets. In matching Investors with qualified registered investment
advisors (“RIAs”), Wealthramp may receive a referral fee or a subscription fee for its services (Please see