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WEALTHFACE LLC

CRD 298984File 801-116931
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.1M
Bottom 25% of cohort (national)
Discretionary AUM
$3.1M
Clients
23
23 accounts
Employees
1

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
HQ
Registration date
Jul 10, 2019
Principal office
AL SILA TOWER, 24TH FLOOR, #2434, ADGM SQUARE, AL MARYAH ISLAND, ABU DHABI, 128666
Phone
971509641641

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.1M
Discretionary AUM
$3.1M
Non-discretionary AUM
$0
Discretionary accounts
23
Non-discretionary accounts
0
Total accounts
23
AUM per client
$135K

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)23$3.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$2,921,096$3,100,260increased by$179,164
May 1, 2025
vs Oct 1, 2022
Employees41decreased by3
May 1, 2025
vs Oct 1, 2022
Clients15923decreased by136
May 1, 2025
vs Oct 1, 2022
AUM$3,644,291$2,921,096decreased by$723,195
May 1, 2025
vs Oct 1, 2022
Accounts15923decreased by136
Feb 1, 2022Clients60159increased by99
Feb 1, 2022AUM$116,267$3,644,291increased by$3,528,024
Feb 1, 2022Accounts60159increased by99
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WEALTHFACE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHFACE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.