Last updated: September 21st, 2019. Data source: SEC filings.
|Rank (United States)||24 / 7,646|
|Top Advisors||View Advisors|
|Average Client Balance||$454,842|
|Total AUM||$1.3 billion|
|Advisor / Client Ratio||1:82|
|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|
John wrote: Do you have an advisor in Louisville, KY?2 months ago
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?4 months ago
The closest Wealthcare Capital Management office to Fredericksburg is located in Richmond, VA.