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 $161,175,824 assets under management, offering retirement planning & investment advisory services to 832 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170382
SEC#	801-129104
Assets Managed by Firm	$161,175,824
No. of Clients	832
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	832	$161,175,824
Individuals (other than high net worth individuals)	387	$87,510,311
High net worth individuals	36	$65,643,395
Pension and profit sharing plans	11	$6,567,903
Charitable organizations	2	$74,729
Corporations or other businesses	6	$1,379,486

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