WEALTH HEALTH, LLC
SEC file number 801-64171
· ROSELAND, NJ
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$399.2M
Discretionary AUM
$391.3M
Employees
7
Clients
—
Firm
- Address
- 5 BECKER FARM ROAD
ROSELAND, NJ 07068 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- E-Health Partners, Inc. Medium name-match confidence · CIK 1481684 · PR
- G Health Inc. Medium name-match confidence · CIK 2097407 · CA
- K Health, Inc. Medium name-match confidence · CIK 1689694 · NY
- B1 Health Corp Medium name-match confidence · CIK 2143046 · NJ
- Helm Health Corp Medium name-match confidence · CIK 1834043 · OH
- HTD Health, Inc. Medium name-match confidence · CIK 2154839 · NY
- J2 Health, Inc. Medium name-match confidence · CIK 2064452 · NY
- Pi Health Inc. Medium name-match confidence · CIK 2015543 · MA
- VS Health Group, Inc. Medium name-match confidence · CIK 2017992 · MA
- XO Health Inc. Medium name-match confidence · CIK 2083859 · GA
- HHC Wealth I, LP Medium name-match confidence · CIK 2123328 · NY
- Wellvana Health, LLC Medium name-match confidence · CIK 1925689 · TN
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HTD Health, Inc. · D · Oct 9, 2026$570.1K
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K Health, Inc. · D · Aug 19, 2026$68.9M
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B1 Health Corp · D · Jul 1, 2026$2M
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Pi Health Inc. · D · Apr 7, 2026$18M
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HHC Wealth I, LP · D · Mar 26, 2026
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Helm Health Corp · D · Mar 23, 2026$10.5M
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E-Health Partners, Inc. · D · Sep 25, 2025$9.1M
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XO Health Inc. · D · Sep 4, 2025$60.4M
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VS Health Group, Inc. · D · Aug 14, 2025$1.1M
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VS Health Group, Inc. · D · Aug 14, 2025$447.5K
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J2 Health, Inc. · D · Apr 28, 2025$1M
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Wellvana Health, LLC · D · Feb 14, 2025$20M
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Pi Health Inc. · D · Jan 23, 2025$28.7K