Wealthcare Capital Management Review


Trust Score 98%
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Last updated: July 21st, 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


Questions & Answers



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

15 days 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?

2 months ago
Response from Jessica H at Investor.com

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

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