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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

WEALTHRAMP, INC.

CRD 290683

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:93346487-9bcd-26b0-37ad-0f75cb94a35c

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 0
Observed: Nov 15, 2017 to Sep 4, 2026
22 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: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 2
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Individual clients: 1,688
High net worth clients: 1,400
SEC number: 801-112170
CRD: 290683
Filings on the tape: 22
First filed: Nov 15, 2017
Latest filed: Sep 4, 2026
Organised: Corporation, DE
Website: wealthramp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DIANE MICHELE WOOLF	n/a	DENNIS, MA	7	17	n/a	no
PAMELA KRUEGER	n/a	OSTERVILLE, MA	7	37	n/a	no

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
KRUEGER, PAMELA, ELISE	PRESIDENT AND CHIEF EXECUTIVE OFFICER	C	yes	12/2012	Nov 15, 2017	Feb 7, 2024
WOOLF, DIANE, MICHELE	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2019	Jan 28, 2019	Feb 7, 2024

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 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$0	$0	4	2	1	n/a	n/a
2024	Jan 23, 2025	$0	$0	4	2	0	n/a	n/a
2023	Feb 7, 2024	n/a	n/a	4	2	0	n/a	n/a
2022	Feb 21, 2023	n/a	n/a	4	2	0	n/a	n/a
2021	Jan 24, 2022	n/a	n/a	6	2	0	n/a	n/a
2020	Mar 7, 2021	n/a	n/a	3	2	0	n/a	n/a
2019	Feb 3, 2020	n/a	n/a	4	0	0	n/a	n/a
2018	Apr 30, 2019	n/a	n/a	4	0	0	n/a	n/a
2017	Mar 26, 2018	n/a	n/a	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	n/a	$0	n/a	n/a	n/a	4	4	1	0

Relationships

Registered with (2)

← PAMELA KRUEGERAdvisorregistration: current employment
May 13, 2019 to presentfactForm ADV
← DIANE MICHELE WOOLFAdvisorregistration: current employment
Feb 13, 2019 to presentfactForm ADV

Controls (2)

← KRUEGER, PAMELA, ELISEOwnerPRESIDENT AND CHIEF EXECUTIVE OFFICER, ownership code C, individual
Nov 15, 2017 to Feb 7, 2024factForm ADV
← WOOLF, DIANE, MICHELEOwnerCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 28, 2019 to Feb 7, 2024factForm ADV

Dated events

Occurred
Aug 23, 2022
Control person left
Man Sze Wong (Chief Operations Officer) no longer on Schedule A of Wealthramp, Inc. (listed 2022-01-24, absent 2022-08-23)
Form ADVobserved 6 days ago
Occurred
Dec 9, 2021
Control person joined
Man Sze Wong (Chief Operations Officer) appeared on Schedule A of Wealthramp, Inc.
Form ADVobserved 6 days ago
Occurred
Jan 28, 2019
Control person joined
Michele Diane Woolf (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of Wealthramp, Inc.
Form ADVobserved 6 days ago
Occurred
Nov 15, 2017
First Form ADV filing
Wealthramp, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93346487-9bcd-26b0-37ad-0f75cb94a35c
First observed: Nov 15, 2017
Last observed: Sep 4, 2026 17 days 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.

WEALTHRAMP, INC.

CRD 290683

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:93346487-9bcd-26b0-37ad-0f75cb94a35c

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:59 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DIANE MICHELE WOOLF

n/a

DENNIS, MA

n/a

PAMELA KRUEGER

n/a

OSTERVILLE, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KRUEGER, PAMELA, ELISE

PRESIDENT AND CHIEF EXECUTIVE OFFICER

yes

12/2012

Nov 15, 2017

Feb 7, 2024

WOOLF, DIANE, MICHELE

CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER

yes

01/2019

Jan 28, 2019

Feb 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

n/a

2024

Jan 23, 2025

n/a

2023

Feb 7, 2024

n/a

2022

Feb 21, 2023

n/a

2021

Jan 24, 2022

n/a

2020

Mar 7, 2021

n/a

2019

Feb 3, 2020

n/a

2018

Apr 30, 2019

n/a

2017

Mar 26, 2018

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a