WEALTHKARE.COM, INC.

RIASEC RegisteredEst. 2024

Total AUM

$126M

Discretionary

$98.1M

78% of AUM

Avg account

$170K

Accounts

738

Employees

Advisory reps

Firm details

Headquarters: MOUNT UNION, Pennsylvania
CRD number: 115111
Registered since: October 18, 2024
Website: wealthkare.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: HNWI64.98%
Individuals34.97%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

WealthkarE.com, Inc. is an independent, corporation-formatted registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm offers a broad service menu centered on financial planning and discretionary portfolio management for individuals, small businesses and institutional clients, and extends into pension consulting. Services also include manager selection, publication of investment periodicals, and educational seminars and workshops. WealthkarE.com charges through multiple fee arrangements — percentage of assets under management, hourly, subscription, fixed and other fee structures — and is not identified as an active ESG investor.