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firm profile

Wealth In Yourself LLC

RIA Zephyr Cove, NV CRD 322123 Last verified October 2026

Overview

Wealth In Yourself LLC is a state registered investment adviser based in Zephyr Cove, NV, registered since 2022. It reports $3.5M in assets under management across 48 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM
$3.5M
Discretionary
100%
Accounts
48
Average account
$72.9K
Employees
1
Advisory reps
1
Registered since
2022
Jurisdictions
5

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees and Hourly Charges

Executive officers 1 of 1

Advisory reps 1 of 1

Location

Headquarters
195 Highway 50 Ste 205
Zephyr Cove, NV 89448
Metro area
Gardnerville Ranchos, NV
Region
West

Registrations

Every state, with registration dates

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