9AT: WEALTHYX - Summary

Adviser Profile

As of Date	06/17/2026
Registration	SEC, Approved, 08/01/2014
Contact Info	973 xxxxxxx
Websites

AUM^*	750 -100%
of that, discretionary	0 -100%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	250 -99%
SMA’s	Yes
Private Funds	0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser THE CHARTIST	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM169.7m	#Funds-
Adviser ASSET MANAGEMENT STRATEGIES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM220.2m	#Funds-
Adviser MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.5m	#Funds-
Adviser 99RISES INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM539.4k	#Funds-
Adviser URSA FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM16.6m	#Funds-
Adviser ALPHAAI CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM5.2m	#Funds-
Adviser MILLER TABAK ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser BEAGLE INVEST	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM26.4m	#Funds-
Adviser OCTAVEWEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM30.0m	#Funds-
Adviser SIDEPOCKET INCORPORATED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM914.5k	#Funds-

Brochure Summary

Overview

WealthyX was founded in 2014. Additional information about WealthyX is available on the SEC’s website at www.adviserinfo.sec.gov. You can search this site by using a unique identifying number, known as a CRD number. The CRD number for WealthyX is 172380. The SEC’s website also provides information about any persons affiliated with WealthyX who are registered, or are required to be registered, as investment adviser representatives of WealthyX. WealthyX is a registered investment adviser (“RIA”) which offers a wrap fee program to its advisory clients (each a “Client,” and collectively, “Clients”) through an automated platform on SaveDay’s website. WealthyX is a privately held company headquartered

in Austin, Texas. Information about WealthyX’s organizational and ownership structure and directors is provided on Part 1 of WealthyX’s Form ADV which is available online at http://www.adviserinfo.sec.gov WealthyX’s sole business is the investment advisory services provided through the WealthyX Wrap Fee Program. Investment advice and recommendations are provided via its Internet Adviser in order to meet the financial objectives and risk tolerance of the individual Client, but Clients must select from the ETF portfolios presented by WealthyX themselves. Clients may also opt out of their portfolios.
As of September 5, 2023 the Firm has $70,204,909.00 in assets under management.

WEALTHYX

WEALTHYX

WEALTHYX LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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WEALTHYX WEALTHYX WEALTHYX LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

WEALTHYX

WEALTHYX

WEALTHYX LLC