WEALTHCARE SOLUTIONS, LLC

Overview

Wealthcare Solutions, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm works with both individual and family clients as well as institutional accounts and positions itself as a capital allocator that builds portfolios using third-party managers alongside in-house advice. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers to implement strategies. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee engagements. It does not identify as an active ESG investor and is not documented as a multi-state adviser. Wealthcare Solutions acts as a discretionary manager for the bulk of its assets and uses external managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives