Wealthcare Capital Management Review

Trust Score 98%
Trust Score info_outline

Last updated: May 16th, 2019. Data source: SEC filings.

Wealthcare Capital Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 33 state(s) with a licensed staff of 34 advisors. Wealthcare Capital Management manages $1.3 billion and provides investment advisory services for 2,779 clients (1:82 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $454,842
Hybrid Advisor No
Disciplinary History No
Total AUM $1.3 billion
Advisor / Client Ratio 1:82
Headquarters Richmond, VA
SEC Filings Forms and Brochures    (CRD # 111119)
State(s) Registered AZ, CA, CO, CT, DC, 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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