Wealthyx Llc
- Regulatory AUM
- $750
- Discretionary
- $0
- Clients
- 3
- Avg AUM / client
- $250
- Accounts
- 3
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $750 | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cayuga Medical Associates 403(b) Savings Plan Cayuga Medical Associates | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Malysheva, Oksana, Mindyuk | Active | Jan 2015 (12y) | ≈ 37.5% – 75% via Saveday Inc | |
| Mione, Barry, Bennett | Cco | Sep 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Saveday Inc | Owner | Mar 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Malysheva, Oksana, Mindyuk: 50% – 75% of Saveday Inc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cayuga Medical Associates 403(b) Savings Plan | Cayuga Medical Associates | 819 | $51.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: WITHOUT ADMITTING OR DENYING THE FINDINGS, THE FIRM CONSENTED TO SANCTIONS OF THE ENTRY OF FINDINGS THAT IT CONDUCTED A SECURITIES BUSINESS WHILE FAILING TO MAINTAIN THE MINIMUM REQUIRED NET CAPITAL. THE FINDINGS STATED THE FIRM INCURRED A PARTIAL $7500 AUDIT EXPENSE AND WHEN IT SUBSEQUENTLY CALCULATED ITS NET CAPITAL IT FELL BELOW REQUIREMENTS Status: Final Sanction Detail: WITHOUT ADMITTING OR DENYING THE FINDINGS, THE FIRM CONSENTED TO SANCTIONS OF THE ENTRY OF FINDINGS THAT IT CONDUCTED A SECURITIES BUSINESS WHILE FAILING TO MAINTAIN THE MINIMUM REQUIRED NET CAPITAL. THE FINDINGS STATED THE FIRM INCURRED A PARTIAL $7500 AUDIT EXPENSE AND WHEN IT SUBSEQUENTLY CALCULATED ITS NET CAPITAL IT FELL BELOW REQUIREMENTS Summary: THE FIRM HAS TAKEN NUMEROUS ACTIVE MEASURES TO ENSURE IT IS COMPLIANT WITH MOMENT TO MOMENT CALCULATIONS DETERMINING NET CAPITAL REQUIREMENTS.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Mid Atlantic Trust Company $56.3M (82% of AUM) Aug 2025
- Apex Clearing $10.2M (15% of AUM) Aug 2025
- Rhode Island Higher Education Savings Trust (Rihest) $500 (67% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗