Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > kentucky > louisville > WEALTHMD CORPORATION
WEALTHMD CORPORATION
1706 Bardstown Road
Second Floor
Louisville, Kentucky 40205
Tel: 502-413-6893
About WEALTHMD CORPORATION
WEALTHMD CORPORATION, formally registered with the SEC as WEALTHMD CORPORATION. The firm was established in 12/04/2014. They have over 1 offices throughout the country.
WEALTHMD CORPORATION is a Louisville, Kentucky based Financial Planning firm with nearly $190,070,876 assets under management, offering retirement planning & investment advisory services to 1017 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140498 |
| SEC# | 801-80639 |
| Assets Managed by Firm | $190,070,876 |
| No. of Clients | 1017 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (FINANCIAL REVIEWS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1017 | $190,070,876 |
| Individuals (other than high net worth individuals) | 967 | $137,891,610 |
| High net worth individuals | 22 | $52,179,266 |
More Retirement Planning firms in Louisville, Kentucky:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 |
| $7,678,048,654 | 93 | 44 | |
| $4,469,969,570 | 105 | 19 | |
| $3,803,189,141 | 21 | 142 | |
| $3,257,395,486 | 67 | 180 |
Explore More Retirement Advisors in Louisville, Kentucky