Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealthcare Capital Management LLC

    Registered investment advisor · Richmond, Virginia · CRD #111119

    Assets Under Management
    $3.9B
    Client Accounts
    13,598
    Employees
    54
    CRD Number
    111119
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealthcare Capital Management LLC

    Wealthcare Capital Management LLC is a SEC-registered investment advisory firm offering investment advisory, financial planning, and portfolio management services to individuals, enterprises, and institutions. Founded in 1999, it focuses on long-term financial success and low-cost, efficient investment management. The firm serves clients across the United States.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealthcare Capital Management LLC

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    Frequently Asked Questions

    What is Wealthcare Capital Management LLC's AUM?

    Wealthcare Capital Management LLC reports approximately $3.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealthcare Capital Management LLC headquartered?

    Wealthcare Capital Management LLC is headquartered in Richmond, Virginia.

    What is Wealthcare Capital Management LLC's CRD number?

    Wealthcare Capital Management LLC's CRD number is 111119. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealthcare Capital Management LLC manage?

    Wealthcare Capital Management LLC manages approximately 13,598 client accounts according to its latest SEC filing.

    Is Wealthcare Capital Management LLC SEC registered?

    Yes, Wealthcare Capital Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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