WEALTHCARE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2001

Total AUM

$3.9B

Discretionary

$3.9B

99% of AUM

Avg account

$289K

Accounts

13,598

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 111119
Registered since: April 19, 2001
Website: www.wealthcaregdx.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.61%
Individuals30.38%
Pension & Profit Sharing Plans3.76%
Corporations / Businesses0.77%
Charitable Organizations0.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealthcare Capital Management LLC is an SEC-registered advisory firm that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services and selection of other advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm is flagged as an active ESG investor and maintains industry ties as a broker-dealer and an investment adviser. Wealthcare was formed in 2001 as an LLC and is owner-operated. The firm has been recognized in industry rankings, appearing on Barron’s Top 100 RIA lists (2021–2023), in Forbes’ America’s Top RIA Firms and Top RIA lists (2023–2024), and on a FA Magazine list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds85%
Exchange Traded Equities7%
Cash & Cash Equivalents4%
Other3%
Private Funds1%

Owners & executives

3 of 5

HENRY SUPINSKI
Founder & CEOCRD 5860657
Justin DuBrueler
Chief Financial Officer, Chief Administrative OfficerCRD 6865294
MATTHEW REGAN
President and CEOCRD 2482606