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Firms / New York

Wealthlet

Whitestone, NY. Legal name: Wealthlet Advisory LLC

1 advisorFee-only

About the firm

A registered investment advisory firm based in Whitestone, New York. Services include financial planning, investment management for individuals and small businesses, other services.

How they work

How they’re paid ?Hourly fees; Flat or fixed fees; Other fees
Typical client size ?Not stated
Assets under management ?Not stated
Individual clientsNot stated
Median years of experience11
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesOther services

Advisors at Wealthlet

1Advisors
11Median years of experience
1States with offices
–Offices
1 advisor · Wealthlet
Wealthlet
11yrs
Stephen Zheng
Financial advisor
152-53 10th Avenue Suite 235
Whitestone, NY 11357
11 years in the industry
CFAFiduciaryFee-only firm
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Also known as

Wealthlet Capital Management LLC · Wealthlet Advisory LLC

About Wealthlet

How do I contact Wealthlet?

Call the main office at (347) 208-5069. The main office is at 152-53 10th Avenue Suite 235, Whitestone, NY 11357.

How is Wealthlet paid?

The firm reports being paid by hourly fees, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.

What services does Wealthlet offer?

Financial planning, Investment management for individuals and small businesses, Other services.

How many advisors work at Wealthlet?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.