WEALTHRAMP, INC.

Adviser information for WEALTHRAMP, INC. last updated from Form ADV on February 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Selection of other advisers (including private fund managers)Educational seminars/workshops
Compensation	REFERRAL FEES

Identifiers

SEC RIA File Number	801-112170
SEC ERA File Number	801-112170
SEC CIK Numbers	None
SEC CRD Numbers	290683
Legal Entity Identifier	None

Principal Office

51 OAK LANE
OSTERVILLE
MA
United States

INTERNET-ONLY, 24 HOURS DAILY

Tel: (415) 378-8240, Fax: None

Websites

wealthramp.com

Chief Compliance Officer

DIANE M. WOOLF

CHIEF FINANCIAL OFFICER

161 TUDOR STREET

BOSTON

United States

Tel: 617.388.6984

D****@*************M

(Full email address available in API data)

Regulatory Contact

PAMELA KRUEGER

PRESIDENT/CEO

51 OAK LANE

OSTERVILLE

United States

Tel: 415.378.8240

P**@*************M