Connor Ludwig Promoted to WEalth Advisor Role
Connor Ludwig Promoted to Fiduciary WEalth Advisor Position
Advisor Development Program Taps Young Talent to Address Rising Demand for Virtual Investment Advisor Fiduciaries
SAN DIEGO CA, JULY 15, 2026 — San Diego-based wealthcare advisory firm WEalthetic LLC announced today the appointment of Investment Advisor Representative (IAR) Connor Ludwig to the firm’s advisory team in a fiduciary capacity as a fully licensed WEalth Advisor.
Ludwig, a San Diego native and graduate of Boise State University’s College of Business and Economics, joined WEalthetic’s Advisor Development Program last spring, advancing his career while making substantial contributions to the firm’s nationwide expansion providing virtual advisory services to clients by leveraging the firm’s fintech resources.
“Through expertise and preparation, we enable our clients with meaningful financial planning that serves to reduce the fears and doubts that accompany financial decisions. Money and finances are the source of anxiety for so many Americans. As professionals in partnership, we’re overcoming common blind spots and personal hangups to aid the decision making process. This opportunity to positively impact lives is what makes our work at WEalthetic so rewarding”.
“Connor’s positive impact on clients’ financial results and overall wellbeing appears limitless”, according to WEalthetic founder and managing director D. Scott Bloom, CFP®, “The combination of his inherent IQ, education and acquired emotional intelligence qualify Connor to leverage our “Holistic Wealthcare” process for the benefit of our current and prospective clients. I’m especially excited for Connor and the effects his contributions will have on our investors”.
The Looming Advisor Shortage
Connor's appointment comes at a pivotal time for the financial advice profession. A 2025 McKinsey & Company analysis projects that the U.S. wealth management industry could face a shortage of approximately 100,000 financial advisors over the next decade, especially as demand for comprehensive, human-delivered financial advice continues to accelerate. As experienced advisors retire and more families seek holistic financial guidance, WEalthetic's investment in developing the next generation of fiduciary advisors reflects the firm's long-term commitment to expanding access to thoughtful, relationship-driven advice built on its proprietary Holistic Wealthcare™ process.
Founded by D. Scott Bloom, CFP®, WEalthetic applies a proprietary Fintech process Bloom first began developing in 2018: Holistic WealthCare—a values-centered, behavioral science-based approach that leads clients to make better financial decisions with a process that aligns strategy with psychology, intention, and long-term vision. WEalthetic is positioned to scale Bloom’s process to serve high-net-worth individuals, families, and business owners who are ready to move beyond the transactional models and rigid frameworks of conventional financial planning.
About WEalthetic LLC:
WEalthetic LLC is a San Diego-based Registered Investment Advisor firm founded by D. Scott Bloom, CFP®. The firm provides high-net-worth individuals and families with leading edge financial planning and investment management through its proprietary Holistic WealthCare framework. WEalthetic integrates behavioral economics, Standards of Professional Conduct issued by the CFP® Board, and fiduciary responsibility to deliver a deeply personalized and future-facing client experience. FAQ
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