Wealthcare Asset Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$211M

Discretionary

$211M

100% of AUM

Avg account

$191K

Accounts

1,103

Employees

Advisory reps

Firm details

Headquarters: Springfield, Missouri
CRD number: 170382
Registered since: November 27, 2023
Website: wealthcarecorp.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM
Client types: Individuals51.44%
HNWI43.86%
Pension & Profit Sharing Plans3.92%
Corporations / Businesses0.7%
Charitable Organizations0.08%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealthcare Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2023. The firm is owned by an individual and identifies as a capital allocator serving both individual/family and institutional clients. Its advisory services focus on portfolio management for individuals and small businesses and the selection of outside advisers; it charges fees as a percentage of assets under management. The firm reports that it is not an active ESG investor and is not designated as a multi-state adviser. It lists an affiliation with an insurance company.