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, 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 registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is owner-operated and serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Wealthbridge reports acting as a capital allocator—sourcing and allocating to third-party managers—and charges clients via a mix of percentage-of-AUM and fixed fees. The firm does not present 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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