Wealthcare Capital Management

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Trust Score 98%
Trust Score  info_outline

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.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Mowry Wayne Young
Avg Advisor Trust Score 97
Avg Advisor Years Registered 6
Minimum Investment $0
Average Client Balance $454,842
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

Questions & Answers

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John wrote: Do you have an advisor in Louisville, KY?

4 months ago
Response from Jessica H at Investor.com

Currently, Wealthcare Capital Management only has offices in Richmond, VA, and West Chester, PA but can work with clients in multiple states including Kentucky.

Debra wrote: Do you have an advisor in Fredericksburg, VA?

5 months ago
Response from Jessica H at Investor.com

The closest Wealthcare Capital Management office to Fredericksburg is located in Richmond, VA.