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Home > Retirement Planners > ohio > westerville > WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
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 |
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