Wealthcare Capital Management LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 111119
- Registered since
- April 19, 2001
- Website
- www.wealthcaregdx.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.61%
- Individuals30.38%
- Pension & Profit Sharing Plans3.76%
- Corporations / Businesses0.77%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthcare Capital Management LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 2001. The firm serves both individuals and institutions, offering financial planning, portfolio management for individuals and businesses, pension consulting and manager selection. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and works with third-party managers when implementing certain strategies. Wealthcare has been featured on industry lists, including FA Magazine (2020), multiple Barron’s Top 100 RIA rankings (2021–2023) and Forbes lists in 2023 and 2024. The adviser also operates as a capital allocator, placing client capital with outside managers for select alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities7%
- Cash & Cash Equivalents4%
- Other3%
- Private Funds1%
Owners & executives
3 of 5
Henry Supinski
Founder & CEOCRD 5860657
Justin DuBrueler
Chief Financial Officer, Chief Administrative OfficerCRD 6865294
Matthew Regan
President and CEOCRD 2482606
Contacts
3 of 32Joseph Gairo
Investment AnalystCRD 7656625
Bradley Joubert
OwnerCRD 2174980
Ashleigh Lemaster
Operations SpecialistCRD 6524677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$1.1B in ETFs
88%
$927M
10%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $384M | 1,036,575 | 36.49% |
Location
Richmond, VA
Richmond City
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Richmond City
- Address
- 2 James Ctr
- Time zone
- ET (UTC-5)
- Office locations
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