Wealth Care LLC

Overview

Wealth Care LLC is an independent registered investment adviser organized as an LLC and operating as a discretionary money manager focused on individual, family and institutional clients. The firm concentrates most client portfolios in pooled public funds—primarily mutual funds—rather than in-house concentrated equity positions, and it structures advisory relationships under a mix of AUM-based, hourly and fixed-fee arrangements. Service offerings include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not an active ESG investor and maintains a single-custodian relationship for client assets. Wealth Care LLC emphasizes a multi-vehicle approach to implementation: using mutual funds and other public pooled vehicles as the backbone of client portfolios, augmented by income-oriented corporate debt and insurance solutions where appropriate. For clients who need exposure outside public markets, the firm allocates to third-party alternative managers in select areas to add diversification and non-correlated return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices