9AT: WEALTHION - Summary

Adviser Profile

As of Date	08/18/2026
Registration	SEC, Approved, 01/03/2020
Other registrations (13)	Georgia, Terminated, 02/21/2020 California, Terminated, 02/09/2020 North Carolina, Terminated, 01/28/2020 Washington, Terminated, 01/17/2020 Pennsylvania, Terminated, 01/15/2020 Colorado, Terminated, 01/13/2020 Louisiana, Terminated, 01/10/2020 Massachusetts, Terminated, 01/10/2020 Michigan, Terminated, 01/10/2020 Minnesota, Terminated, 01/10/2020 New York, Terminated, 01/10/2020 Oregon, Terminated, 01/10/2020 Texas, Terminated, 01/10/2020
ADV Location	NEW YORK, NY, United States
Contact Info	646 xxxxxxx
Websites

AUM^*	0
of that, discretionary	0
Number of Employees	3 50%
of those in investment advisory functions	2 100%
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Multi-state adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FINEQUITIES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MPFA INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser FINANCIAL ADVOCATES WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser METAL FINANCE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SPRINGBOX AI, LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser GENIE AI LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser INTEREST FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BKS RETIREMENT SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PUENTE ASESORAMIENTO DE INVERSIONES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser BENCHMARK ADVISORY SERVICES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

Firm Description Greylock Peak Investments LLC ("Greylock Peak" or the "Firm") was founded in 2011. Greylock Peak is a privately owned limited liability company headquartered in New York, New York. The Firm is owned by Greylock Holdings, LLC. Types of Advisory Services Websites and other resources refer potential clients to other unaffiliated Registered Investment Advisory ("RIA") firms through our firm. Accordingly, Greylock Peak is a Solicitor for other unaffiliated RIAs,The unaffiliated RIA firm is responsible for individual client suitability and portfolio management on an initial and ongoing basis. We will not provide any investment advisory services to the client. In no event shall Greylock Peak participate in the management of client accounts or render investment advice to clients on behalf

of the third party investment adviser. When soliciting clients for unaffiliated RIA's each client shall be provided with the most recent relevant brochures or equivalent disclosure documents of the unaffiliated RIA's that detail their applicable programs and the compensation to be paid by you and what portion of the same is received by us for our solicitation services and the association between our Firm and the unaffiliated RIA's. Clients who engage the unaffiliated RIA will sign an investment advisory agreement with the unaffiliated RIA. Assets under Management Greylock Peak operates as a Solicitor and does not have investment advisory clients; therefore, there are no assets under management at our Firm.
Wrap Fee Programs Greylock Peak does not participate in any wrap fee programs.

WEALTHION

WEALTHION

GREYLOCK PEAK INVESTMENTS, LLC

GREYLOCK PEAK VENTURES LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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WEALTHION WEALTHION GREYLOCK PEAK INVESTMENTS, LLC GREYLOCK PEAK VENTURES LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

WEALTHION

WEALTHION

GREYLOCK PEAK INVESTMENTS, LLC

GREYLOCK PEAK VENTURES LLC