9AT: WEALTHRAMP, INC.

WEALTHRAMP, INC.

other names

Revenue	{{ Info.Revenue \| formatUSD }}
Headquarters	{{ Info.Headquarters }}

Adviser Profile

As of Date	01/23/2025
Adviser Type - Internet adviser
Number of Employees	4
of those in investment advisory functions	2
Registration	SEC, Approved, 12/15/2017

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	(41 xxxxxxx
Websites

Client Types

Advisory Activities

- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

Reported AUM

Discretionary

Non-discretionary

1 1 1 1

2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary

Overview

A. Firm Information Wealthramp, Inc. (“Wealthramp” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) conducting business as an “Internet-only” advisor pursuant to Section 203A- 2(e) of the Investment Advisers Act of 1940, as amended (the “Advisers Act”). Wealthramp is organized as a corporation under the laws of the State of Delaware, effective April 2019. Previously, Wealthramp was a corporation under the laws of the State of California. Wealthramp was founded in 2012. In November 2017, Wealthramp expanded its services to include solicitor referral services for registered investment advisors. Wealthramp is primarily owned by Pamela E. Krueger (President). Additional owners are investors and not control persons of the Advisor. This Disclosure

Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Wealthramp. For questions regarding this Disclosure Brochure, please contact Diane Woolf (at [email protected]. B. Advisory Services Offered Wealthramp provides individuals, high net worth individuals, trusts, and estates (each referred to as an “Investor”) with an interactive, online financial advice matching platform at https://Wealthramp.com.The mission of Wealthramp is to match Investors with fiduciaries to assist the Investor with their financial needs. Wealthramp does not manage investment assets. In matching Investors with qualified registered investment advisors (“RIAs”), Wealthramp may receive a referral fee or a subscription fee for its services (Please see