SourcingSourcing

WEALTHYX LLC

B59
CRD 172380·SEC 801-80109·AUSTIN, TX
AUM
$68.8M
$25M-$100M
Est. Revenue
$688K
@ 1% on AUM
Est. EBITDA
$206K
@ 30% margin
Est. Deal Value
$1.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTHYX LLC
CRD
172380
SEC file #
801-80109
EIN
—
DBA names
Wealthyx

Economics

AUM
$68.8M
AUM band
$25M-$100M
AUM trajectory
'20'26
$21.0M → $68.8M▲ +227%
Client mix
Individuals Other2,416

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
08/29/2025
ADV-W filed at
—
Website
saveday.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DCP360, INC., D/B/A SAVEDAY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
DCP360, INC., D/B/A SAVEDAY
MIONE, BARRY, BENNETT
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SAVEDAY.COM
Rdap Domain Creation Date
2006-01-22T19:27:21Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Apex Clearing3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-22T19:27:21Z
Rdap Domain Last Changed
2025-10-16T14:52:42Z
Rdap Nameservers
Ns-1476.awsdns-56.orgNs-156.awsdns-19.comNs-1842.awsdns-38.co.ukNs-763.awsdns-31.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (1)

1
BARRY BENNETT MIONE
Executive Officer · 2.5%
1683147