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Owner/founder · Wealthie Advisors

Rodrigo Vicuna

CRD 8204289 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthie Advisors, an SEC-registered wealth manager based in Brooklyn, NY with $27,322 in regulatory assets, lists Rodrigo Vicuna on its Form ADV as Owner/founder, a control person.

Firms and roles

  • Wealthie AdvisorsOwner/founderWealth manager · Brooklyn, NY · $0M in regulatory assets

AtlasMembers

Rodrigo’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rodrigo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.