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U• F•••••• A•••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

U• F•••••• A•••• M•••••••••

WEALTHN LLC, CRD 285915

NEWTOWN SQUARE, PA

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Search this name across graphsid dfx:ria:5b4aff99-6480-5b65-afc5-588766c422d0

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 7
On other graphs: 0
Observed: Sep 7, 2018 to Apr 1, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.5MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5M
Private client RAUM: $1.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••••• D••••• P•••••	CHIEF FINANCIAL OFFICER	Na	yes	11/2017	Sep 7, 2018	May 27, 2024
T•••• F•••••• H••••••• I•••	PARENT/MEMBER	E	yes	08/2018	Sep 7, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S••••••• H•• C••••• T••• R••• A•••• M••••••••• C••• L•••	n/a	n/a	n/a	N	yes	n/a
T•••• B•••••• ••• G••••• L••••••	n/a	n/a	n/a	N	yes	n/a
T•••• B•••••• ••••••••• P•• L••

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5M	$1.1M	36.4%	$12.9M	-51.2%	2	2	0	0

Relationships

Controls (5)

← F•••••• D••••• P•••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 7, 2018 to May 27, 2024factForm ADV
← X•• Y•••OwnerCHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 7, 2018 to May 27, 2024factForm ADV
← T•••• F•••••• H••••••• I•••OwnerPARENT/MEMBER, ownership code E, domestic entity
Sep 7, 2018 to May 27, 2024factForm ADV
← U• F•••••• G••••• H••••••• L••••••OwnerPARENT/SHAREHOLDER, ownership code E, foreign entity
Sep 7, 2018 to May 27, 2024

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 27, 2024
Control person left
Raymond Christopher Mendez (Chief Compliance Officer) no longer on Schedule A of U• F•••••• A•••• M••••••••• (listed 2024-04-16, absent 2024-05-27)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Control person left
Henry David Weissman (Chief Operating Officer) no longer on Schedule A of U• F•••••• A•••• M••••••••• (listed 2022-11-16, absent 2023-03-31)
Form ADVobserved 7 days ago
Occurred
Sep 3, 2020
Control person left
Janaya Moscony (Chief Compliance Officer) no longer on Schedule A of U• F•••••• A•••• M••••••••• (listed 2020-06-29, absent 2020-09-03)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b4aff99-6480-5b65-afc5-588766c422d0
First observed: Sep 7, 2018
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.