Wealth Care Review

Trust Score 95%
Trust Score info_outline

Last updated: May 21st, 2019. Data source: SEC filings.

Wealth Care, federally registered in 2006, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisors. Wealth Care manages $306.4 million and provides investment advisory services for 150 clients (1:50 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $2,042,335
Hybrid Advisor No
Disciplinary History No
Total AUM $306.4 million
Advisor / Client Ratio 1:50
SEC Filings Forms and Brochures    (CRD # 125799)
State(s) Registered DC, FL, NY, TX

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