Stay invested
Time in the market is an investor’s most powerful asset. Our funds are built for people who plan to hold for the long run.
A LONG-TERM PERSPECTIVE
Wealth,
built to last.
Welthy Funds are designed around one idea:
long-term investors should be able to stay invested.
ADVISED BY AN SEC-REGISTERED INVESTMENT ADVISERA DIFFERENT PERSPECTIVE. A LONGER HORIZON.
OUR PHILOSOPHY
Think in decades.
Not in days.
A long-term mindset. An institutional approach. A fund built around you.
Institutional discipline
We partner with seasoned companies and professionals in the industry to build every portfolio, run by an SEC-registered investment adviser.
Built for access
Strategies once reserved for large, private portfolios — packaged in a registered mutual fund.
Radical transparency
Transparent disclosures. Direct access to the people managing your fund.
OUR FUNDS
A longer view starts here.
Explore the Welthy Funds family.
Welthy U.S. Market Challenger Fund
Coming soon — subject to SEC effectiveness
Anticipated launch
Explore fund November 2026
CONVICTION, NOT CONVENTION
Built by investors who’d
rather own than sell.
THE PEOPLE BEHIND THE PERSPECTIVE
Experience. With conviction.
José Sánchez-Robles de las Rivas
Co-Founder, Managing Member & Portfolio Manager
José began his career at BBVA Corporate & Investment Banking in Madrid, where he spent five years in syndicated loans and as an Equity and Derivatives Trader on the Global Markets desk. He then joined J.P. Morgan's Investment Banking division in New York, where he received multiple awards. MBA from NYU Stern, attended as a Rafael del Pino Foundation scholar, where he was recognized for academic excellence and served as President of the LatAm Business Association. He holds the FINRA Series 79 and SIE and the NASAA Series 63.
Mariano Alday Bonanno
Co-Founder, Managing Member & Chief Compliance Officer
Mariano spent his consulting career at Boston Consulting Group (BCG), working with leading institutions across the financial services industry on strategy and growth. Before Welthy, he founded an online credit fintech, building a lending business from the ground up. Engineer; MBA from NYU Stern, where he was Co-President of the Fintech Association. A former professional athlete, he brings the same discipline and long-term focus to investing.
Welthy Advisers, LLCSEC-registered investment adviserSEC File No. 801-137105
CRD 343538Verify on adviserinfo.sec.gov
CRD 343538Verify on adviserinfo.sec.gov