Wealthbridge Capital Management, LLC
Firm details
- Headquarters
- Westerville, Ohio
- CRD number
- 298254
- Registered since
- August 31, 2018
- Website
- www.wealthbridgecm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.18%
- Individuals30.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealthbridge Capital Management, LLC is an independent, owner-operated RIA organized as an LLC and SEC-registered in 2018. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities23%
- Cash & Cash Equivalents14%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1
Ryan Dunlap
President and CEOCRD 2761374
Contacts
3 of 4
David Suchland
DirectorCRD 2739873
Kati Hays
Financial AdvisorCRD 7604646
Nicholas Neuville
Private Wealth AdvisorCRD 5943863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 179Active vs passive
$441M in ETFs
89%
$391M
6%
$50.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $50.3M | 67,115 | 11.40% |
Location
Westerville, OH
Delaware
Location
Westerville, OH
Headquartered in Westerville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Delaware
- Address
- 550 Polaris Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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