WEALTHCARE CAPITAL MANAGEMENT LLC

2 James Center
1021 East Cary Street, #702
Richmond, Virginia 23219
Tel: 804-644-4711

About WEALTHCARE CAPITAL MANAGEMENT LLC

WEALTHCARE CAPITAL MANAGEMENT LLC, formally registered with the SEC as WEALTHCARE CAPITAL MANAGEMENT LLC. The firm was established in 04/19/2001. They have over 19 offices throughout the country.

WEALTHCARE CAPITAL MANAGEMENT LLC is a Richmond, Virginia based Financial Planning firm with nearly $2,579,940,831 assets under management, offering retirement planning & investment advisory services to 10499 clients. The firm is staffed with 53 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111119
SEC#	801-60183
Assets Managed by Firm	$2,579,940,831
No. of Clients	10499
No. of Advisors	53

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	10499	$2,579,940,831
Individuals (other than high net worth individuals)	3844	$1,036,092,071
High net worth individuals	725	$1,404,947,485
Pension and profit sharing plans	24	$111,915,066
Charitable organizations	10	$6,908,589
Corporations or other businesses	8	$20,077,620

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VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
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