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WEALTHCARE ASSET MANAGEMENT, LLC

2847 S. Ingram Mill Road
Suite B102
Springfield, Missouri 65804
Tel: 417-865-0936

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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 StatusApproved
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 ClientsAUM
Firm Total640$100,080,378
Individuals (other than high net worth individuals)308$94,764,139
High net worth individuals35$5,316,239
Inquire with WEALTHCARE ASSET MANAGEMENT, LLC

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