Wealthramp, Inc.
SEC RegisteredThere's more to finding the right fee-only financial advisor than just your zip code
About the firm
Wealthramp is a matching platform that connects consumers with rigorously vetted, fee-only fiduciary financial advisors. Founded by Pam Krueger, an investor advocate and PBS television personality, Wealthramp has matched thousands of consumers with advisors since 2019. Every advisor in the Wealthramp network is a fee-only fiduciary, legally required to act in clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealthramp matches consumers with vetted, fee-only fiduciary financial advisors across areas including retirement planning, investing and diversification, portfolio management, tax-focused planning, divorce financial planning, windfalls, estate and legacy planning, employee stock options, family planning, college education, special needs children, socially responsible investing, loss of a spouse, military benefits, charitable giving, and Social Security.
Who they serve
Consumers seeking fee-only fiduciary financial advisors across a range of financial situations and life stages.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealthramp, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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