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Wealthcare Capital Management Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "support@investor.com". Views: 96 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Wealthcare Capital Management, registered in 2001, is a Registered Investment Advisor (RIA) in 33 state(s) with a licensed staff of 34 advisors. Wealthcare Capital Management manages $1.7 billion and provides investment advisory services for 3,354 clients (1:99 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 15
Minimum Investment No data
Average Client Balance $518,225
Total AUM $1.7 billion
Advisor / Client Ratio 1:99
Headquarters Richmond, VA
SEC Filings View SEC IAPD CRD #111119
State(s) Registered AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, ME, MD, MA, MI, MO, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA, WI


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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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