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 an independent registered investment adviser organized as a corporation and owned by an individual. The firm is positioned as a capital allocator that serves both individual and family clients as well as institutional clients. Its advisory practice, as described on its ADV, centers on financial planning and portfolio management for individuals, small businesses, and institutions; it also lists services such as selection of other advisers, publication of periodicals or newsletters, and running educational seminars or workshops. The firm reports a variety of billing arrangements — percentage of AUM, hourly, subscription, fixed fees and other fee types — and does not identify as an active ESG investor.