Wmi Manager Llc
State-registered
Investment Adviser
CRD 321812
· SEC file 802-129787
· Redwood City, CA
· www.wealthymindinvestments.com
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ADV data as of Apr 30, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Employees
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Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $26.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wmi Southeast Portfolio X Llc | Real Estate Fund | Delaware | $6.1M | 68 |
| Wmi Nawo Vii Llc | Real Estate Fund | Delaware | $5.1M | 47 |
| Wmi Mj Austin Xi Llc | Real Estate Fund | Delaware | $4.5M | 50 |
| Wmi Park At Treviso St Petersburg Ix Llc | Real Estate Fund | Delaware | $3.7M | 70 |
| Wmi Landmark Lyncrest Viii Llc | Real Estate Fund | Delaware | $3.1M | 46 |
| Wmi Atm Fund I Llc | Real Estate Fund | Delaware | $2.5M | 30 |
| Wmi Healthcare Xii Llc | Real Estate Fund | Delaware | $1.6M | 31 |
Private funds (7, $26.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wmi Southeast Portfolio X Llc | Real Estate Fund | $6.1M | $75.0K | 68 |
| Wmi Nawo Vii Llc | Real Estate Fund | $5.1M | $50.0K | 47 |
| Wmi Mj Austin Xi Llc | Real Estate Fund | $4.5M | $50.0K | 50 |
| Wmi Park At Treviso St Petersburg Ix Llc | Real Estate Fund | $3.7M | $30.0K | 70 |
| Wmi Landmark Lyncrest Viii Llc | Real Estate Fund | $3.1M | $50.0K | 46 |
| Wmi Atm Fund I Llc | Real Estate Fund | $2.5M | $52.0K | 30 |
| Wmi Healthcare Xii Llc | Real Estate Fund | $1.6M | $50.0K | 31 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗