WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

550 Polaris Parkway
Suite 560
Westerville, Ohio 43082
Tel: (614) 591-4515

About WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WEALTHBRIDGE CAPITAL MANAGEMENT, LLC. The firm was established in 08/31/2018. They have over 2 offices throughout the country.

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC is a Westerville, Ohio based Financial Planning firm with nearly $599,021,878 assets under management, offering retirement planning & investment advisory services to 1805 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298254
SEC#	801-113924
Assets Managed by Firm	$599,021,878
No. of Clients	1805
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1805	$599,021,878
Individuals (other than high net worth individuals)	271	$180,965,256
High net worth individuals	154	$418,056,622

More Retirement Planning firms in Westerville, Ohio:

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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