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WEALTHCARE ASSET MANAGEMENT, LLC
2847 S. Ingram Mill Road
Suite B102
Springfield, Missouri 65804
Tel: 417-865-0936
About WEALTHCARE ASSET MANAGEMENT, LLC
WEALTHCARE ASSET MANAGEMENT, LLC, formally registered with the SEC as WEALTHCARE ASSET MANAGEMENT, LLC. The firm was established in 11/27/2023. They have over 1 offices throughout the country.
WEALTHCARE ASSET MANAGEMENT, LLC is a Springfield, Missouri based Financial Planning firm with nearly $100,080,378 assets under management, offering retirement planning & investment advisory services to 640 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 170382 |
| SEC# | 801-129104 |
| Assets Managed by Firm | $100,080,378 |
| No. of Clients | 640 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 640 | $100,080,378 |
| Individuals (other than high net worth individuals) | 308 | $94,764,139 |
| High net worth individuals | 35 | $5,316,239 |
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