$WLTH

$10.74 -$0.40 (3.59%) Close

$WLTH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Company Executives

$WLTH Management Team

Mr. Andrew Rachleff

Co-Founder

Independent Chairman of the Board

Age 64

Compensation -

Sex Male

Mr. David Fortunato

President

Chief Executive Officer

Director

Age 40

Compensation $14.99M USD

Sex Male

Mr. Alan Imberman

Chief Financial Officer

Treasurer

Age 43

Compensation -

Sex Male

Mr. Julien Wetterwald

Chief Technology Officer

Age 39

Compensation $5.215M USD

Sex Male

Ms. Lauren Lin

Chief Legal Officer

Chief Compliance Officer

Secretary

Age 45

Compensation -

Sex Female

Mr. Kal Iyer

Vice President of Engineering

Age 55

Compensation $5.225M USD

Sex Male

Name / Title	Age	Compensation	Sex
Mr. Andrew Rachleff Co-Founder Independent Chairman of the Board	64	-	Male
Mr. David Fortunato President Chief Executive Officer Director	40	$14.99M USD	Male
Mr. Alan Imberman Chief Financial Officer Treasurer	43	-	Male
Mr. Julien Wetterwald Chief Technology Officer	39	$5.215M USD	Male
Ms. Lauren Lin Chief Legal Officer Chief Compliance Officer Secretary	45	-	Female
Mr. Kal Iyer Vice President of Engineering	55	$5.225M USD	Male

Board of Directors

From the proxy statement filed May 11, 2026

Directors

serving now

Independent

7 of 8

stated in the proxy

Average tenure

7.2 years

from year joined

CEO also chairs the board

Andrew S. Rachleff

Director	Age	On board	Independent	Committees	Other public boards	2026 pay
David Fortunato CEO	40	2021 5 years	Not independent	None stated	None stated	Paid as CEO
Andrew S. Rachleff Board chair	67	2007 19 years	Independent	None stated	None stated	Not stated
Kenneth A. Goldman	76	2021 5 years	Independent	Audit Committee · Chair	Fortinet, Inc.	Not stated
Jason Kilar	55	2017 9 years	Independent	Compensation Committee	Roblox Corporation	Not stated
Michelangelo Volpi Lead independent director	59	2013 13 years	Independent	Compensation Committee · Chair	Confluent, Inc.	Not stated
Jaleh Bisharat	67	2021 5 years	Independent	Nominating and Corporate Governance Committee	None stated	Not stated
Michael Schmidt	40	2025 1 year	Independent	Nominating and Corporate Governance Committee	None stated	$481,536
Michelle Wilson	63	2025 1 year	Independent	Nominating and Corporate Governance Committee · Chair	Cockroach Labs, Inc.	$484,640

Each director opens the passage of the proxy that names them. "Not stated" means the proxy does not say; it never means "no". Pay is the proxy's Director Compensation table; the CEO is paid as an executive.

No related-party transactions disclosed

The proxy filed May 11, 2026 describes a review policy but reports no transactions.

Read the policy in the proxy

Comments

Company Executives

$WLTH Management Team

Mr. Andrew Rachleff

Mr. David Fortunato

Mr. Alan Imberman

Mr. Julien Wetterwald

Ms. Lauren Lin

Mr. Kal Iyer

Board of Directors

Related-party transactions

No related-party transactions disclosed