WEALTHMD CORPORATION

Overview

Wealthmd Corporation is a fee-based advisory firm that focuses on portfolio management for individuals, small businesses and institutions. The firm operates with a concentrated public-fund approach: the majority of client assets are held in pooled investment vehicles rather than in-house individual stock positions. Wealthmd’s strategy favors diversified mutual fund exposures for core allocations and uses third‑party managers for alternative strategies. The firm does not position itself as an ESG specialist and is not registered as a multi-state adviser. Portfolio construction appears practical and manager-driven: core mutual funds provide broad market and fixed-income exposure while outside alternative managers are used selectively to access private placements and real estate. Wealthmd charges a percentage of AUM and serves mainly individual and family clients, suggesting a traditional wealth management relationship built around scaled model or manager-of-managers portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices