Scott Bloom Announces Launch of RIA Firm WEalthetic LLC
Registration Filing Declared Effective by SEC, Marking Launch of Fintech Advisory Firm
SAN DIEGO CA, MARCH 31, 2025 — WEalthetic LLC, a next-generation Registered Investment Advisor (RIA) firm based in San Diego, announced that its registration with the U.S. Securities and Exchange Commission has been conditionally approved in accordance with Section 203A-2(c) of the Investment Advisers Act of 1940. This milestone marks the formal launch of a fintech advisory firm created to redefine the way individuals and families engage with wealth, purpose, and decision-making.
Founded by D. Scott Bloom, CFP®, WEalthetic brings to market a proprietary 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.
WEalthetic’s registration comes on the heels of Mr. Bloom’s formal resignation from LPL Financial LLC, where he served for over 15 years as a Certified Financial Planner™ in the independent advisor channel. His 27-year financial advisory career spans Wall Street wirehouse firms—including Morgan Stanley Dean Witter and Merrill Lynch—as well as leadership roles in the bank channel as a former Vice President of Investments at JP Morgan Chase until his transition to LPL in 2010.
“27 years observing our own behaviors and struggling with complex decisions has been enlightening. Overcoming my own challenges in self-reflection enables me to place a higher value on these insights with empathy for you and yours.
The WEalthetic model is my response to a shifting landscape and the realization of a long-held vision: a purpose-built firm designed to harness behavioral science, technology, and intentional strategy leading clients think clearly and with confidence”
Registered with the SEC and committed to its fiduciary obligations and vision, WEalthetic is intentionally aligned to help clients think clearly, act wisely, and live meaningfully—beyond the limits of outdated planning models or mass-market solutions. The firm’s services include investment management, multi-dimensional financial planning, strategic estate coordination, and decision support rooted in behavioral science.
To learn more about WEalthetic’s vision, principles and competencies visit www.wealthetic.com or contact the firm directly at cfp@wealthetic.com.
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
Disclosure Statements
SEC Registration Reporting Status
Disclaimer: This press release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any securities, investment products, or advisory services. Registration of WEalthetic LLC as a Registered Investment Advisor with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training and should not be construed as an endorsement or approval by the Commission. Statements made in this release, including references to future services, philosophy, and intentions of the firm, reflect current beliefs and expectations and are subject to change without notice. Any forward-looking views or aspirational statements should not be interpreted as guarantees or predictions of future performance or outcomes.
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WEalthetic LLC, 5755 Oberlin Dr #301, San Diego, CA, United States