WEALTHDOOR ASSET MANAGEMENT LLC

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UUIDf95ac513-8256-5cb4-8d64-d5e51adbfd9f

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	336825	336825	—	1.0

Profile

Website—

HQ CitySUGAR LAND

HQ StateTX

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

WEALTHDOOR INVEST adv_part1

People

Name	Title	Role	Email	Evidence
Anand, Kunal	MEMBER	OFFICER	—	{"filing_id": "2015914", "owner_id": "8135967", "source": "adv_part1", "table": "Schedule_A_B"}
Karimov, Azer	MANAGER AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015914", "owner_id": "7201730", "source": "adv_part1", "table": "Schedule_A_B"}
MEHTA, SHEEL, VIPUL	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2015914", "owner_id": "8133786", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Anand, Kunal

MEMBER

OFFICER

—

{"filing_id": "2015914", "owner_id": "8135967", "source": "adv_part1", "table": "Schedule_A_B"}

Karimov, Azer

MANAGER AND CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2015914", "owner_id": "7201730", "source": "adv_part1", "table": "Schedule_A_B"}

MEHTA, SHEEL, VIPUL

CHIEF EXECUTIVE OFFICER

OFFICER

—

{"filing_id": "2015914", "owner_id": "8133786", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/23/2025 11:09:08 AM",
  "filing_id": "2015914",
  "reg_type": "IA"
}
```

WEALTHDOOR ASSET MANAGEMENT LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1