Wealthbridge Capital Management, LLC's Form ADV discloses 1.50% on the first $250,000, 1.35% on the next $250,000, 1.20% on the next $500,000, 1.00% on the next $1.5 million, 0.90% on the next $2.5 million, and 0.80% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #298254), Wealthbridge Capital Management, LLC is subject to fiduciary duty under federal law.
Wealthbridge Capital Management, LLC is headquartered in WESTERVILLE, OH.
Wealthbridge Capital Management, LLC serves 148 high-net-worth clients according to their SEC filing dated August 3, 2026. View client details ↓
According to their SEC Form ADV, Wealthbridge Capital Management, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
Wealthbridge Capital Management, LLC manages $710 million in client assets according to their SEC filing dated August 3, 2026.
According to their SEC Form ADV, Wealthbridge Capital Management, LLC serves high-net-worth individuals. View client details ↓