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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 $2,603,042,487 assets under management, offering retirement planning & investment advisory services to 11094 clients. The firm is staffed with 59 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 111119 |
| SEC# | 801-60183 |
| Assets Managed by Firm | $2,603,042,487 |
| No. of Clients | 11094 |
| No. of Advisors | 59 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11094 | $2,603,042,487 |
| Individuals (other than high net worth individuals) | 4249 | $1,074,358,372 |
| High net worth individuals | 758 | $1,399,932,599 |
| Pension and profit sharing plans | 28 | $94,341,314 |
| Charitable organizations | 13 | $8,287,151 |
| Corporations or other businesses | 16 | $26,123,051 |
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