WealthkarE.com, Inc.

RIASEC RegisteredEst. 2024

Total AUM

$137M

Discretionary

$105M

77% of AUM

Avg account

$177K

Accounts

771

Employees

Advisory reps

Firm details

Headquarters: Mount Union, Pennsylvania
CRD number: 115111
Registered since: October 18, 2024
Website: wealthkare.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: HNWI62.86%
Individuals37.08%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

WealthkarE.com, Inc. is organized as a corporation and operates as an independent registered investment adviser. The firm is identified as a capital allocator serving both individual and family clients as well as institutional accounts. It registered with the SEC in 2024 and is owned by an individual principal. The firm provides a broad set of advisory services: financial planning, discretionary portfolio management for individuals/small businesses and for businesses or institutions, pension consulting support, manager selection and third‑party adviser relationships, and client education including periodicals and seminars. Its fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly, subscription, fixed‑fee and other structures. WealthkarE.com, Inc. does not present itself as an active ESG investor.