Overview
Assets Under Management: $516 million
High-Net-Worth Clients: 118
Average Client Assets: $4 million
Frequently Asked Questions
WEALTH CARE LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125799), WEALTH CARE LLC is subject to fiduciary duty under federal law.
WEALTH CARE LLC serves 118 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, WEALTH CARE LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WEALTH CARE LLC manages $516 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, WEALTH CARE LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.60
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 872
Discretionary Accounts: 872
Regulatory Filings
CRD Number: 125799
Last Filing Date: 2024-03-29 00:00:00
Website: https://wealthcarellc.com