Wealthcare Capital Management LLC

Overview

Wealthcare Capital Management LLC is an independent registered investment adviser that has been SEC-registered since 2001. Organized as an LLC with ownership tied to a domestic entity and an individual, the firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and for businesses or institutions, pension consulting, and the selection of third‑party advisers. Wealthcare offers multiple fee arrangements—percentage of assets under management, hourly fees, and fixed fees—and identifies itself as an active ESG investor. The firm has industry ties that include a broker‑dealer affiliation and relationships with other investment advisers. Public recognition includes placements in FA Magazine’s Top RIA Firms (2020), Barron’s Top 100 RIA Firms (2021–2023), and Forbes’ Top/ America’s Top RIA Firms (2023–2024).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices