Wealthcare Capital Management LLC

RIASEC Registered

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 independent registered investment adviser that has been SEC-registered since 2001. The firm serves both individual/family and institutional clients and offers a mix of financial planning, portfolio management for individuals and businesses, pension consulting, and the selection of other advisers. Its fee schedule includes asset-based charges as well as hourly and fixed-fee arrangements. The firm identifies as a capital allocator and integrates environmental, social, and governance (ESG) considerations into its investment process. Wealthcare maintains industry visibility, having appeared on lists from FA Magazine, Barron’s (Top 100 RIA Firms in 2021, 2022, 2023) and Forbes (America’s Top RIA Firms in 2023 and Top RIA Firms in 2024).