Financehq Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 6,884
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,217 | $0 | — |
| High net worth individuals | 1,667 | $0 | — |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kolodny, David, Adam | President, Manager | Jan 2018 (9y) | Less than 5% | |
| Santoro, Philip, Joseph | Chief Executive Officer, Manager | Jan 2018 (9y) | Less than 5% | |
| Campbell, Kieran, Andrew | President, Manager | Aug 2022 (4y) | Less than 5% | |
| Cox, Amanda, Callicotte | Chief Compliance Officer, Chief Operating Officer | Oct 2022 (4y) | Less than 5% | |
| Choi, Alexander, Nmn | Chief Executive Officer, Manager | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wilbur Labs Llc | Member | Aug 2022 | A | 75% or more |
| Wilbur Labs, Inc | Member | Jan 2018 | B | ≈ 56.25% – 100% via Wilbur Labs Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wilbur Labs, Inc: 75% – 100% of Wilbur Labs Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/19/2026 | 895 KB | 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
- • Subscription fees
- • Fixed fees
Services
- • Selection of other advisers
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: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗