Wealthbridge Capital Management, LLC

RIASEC Registered

Total AUM

$710M

Discretionary

$710M

100% of AUM

Avg account

$376K

Accounts

1,890

Employees

Advisory reps

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, Hourly Charges, Fixed Fees
Client types: HNWI69.18%
Individuals30.82%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealthbridge Capital Management, LLC is an independent, owner-operated RIA that positions itself as a capital allocator for individual and family clients. The firm is registered with the SEC (registered in 2018) and offers a mix of advisory services including financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. The firm is structured as a limited liability company under individual ownership. It does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. The combination of portfolio management and third‑party manager selection indicates a hybrid model that blends direct portfolio construction with manager allocation.