Wealthion

2 registered advisors · 0 reported ETFs · $0 reported ETF value · $0 regulatory AUM

Wealthion is an investment adviser that files Form ADV with the SEC in New York, NY, with 2 registered advisors, reporting $0 in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-08-18 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Clients per advisor0LowTop 100.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-08-18. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2020-01-03
SEC file number
801-117887
Form version
10/2021
Latest Form ADV filing
2026-08-18
Address
485 Lexington Avenue, Suite 304, New York, NY 10017, United States
Phone
646-822-1269
Website
https://www.greylockpeak.com/

Size

People and clients

Items 5.A through 5.D.

Employees
3
Registered advisors
2
Offices
3
Clients
0
Clients per advisor
0

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Total accounts
0

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Individuals and Small Businesses; Portfolio Management: Businesses or Institutional Clients; Other Advisory Service
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Other
Affiliations
Related Person Is: Broker-Dealer or Municipal Securities Dea

Source: SEC Form ADV filed by CRD 158941. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
485 Lexington AvenueNew YorkNY2
Hyannis Port, MAHyannis PortMA1
119 Martin Luther King Junior BoulevardSavannahGA1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.