If you are looking to change the name on your advisor account, you can do so in your settings.
Begin by clicking on your initials in the top right corner when logged in, and select Profile Settings. Then, under Personal Information, you will click Edit to update your name in the account:
Note: Editing the name on the account does not change the Team Name-this is not editable via the advisor's settings and needs to be updated by a member of our team to make any changes. If you would like to edit your Team name, please contact support@wealth.com for assistance, along with any additional details.
FAQ
How do I change it so that my invites to wealth.com use a different name than my own?
To change the name displayed on the invites, update the account name in the Personal Settings. Make sure to enter the firm name for both the first and last name fields.