Hariharan Iyer is a registered investment advisor at Wealthpaver, based in Pleasanton, CA, with 5 years of industry experience. Hariharan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $41K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
4695 Chabot Drive, Suite 200, Pleasanton, CA, 94588
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Hariharan is the Chief Compliance Officer of Wefea Capital since 2018. He also works full-time as an SCM Architect with Nvidia Corporation since 2016, with some of those hours occurring during securities trading hours.
Employment History
Current Registrations
Wealthpaver
Previous Registrations
Wealthpaver
Wefea Capital LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.