Overview
Assets Under Management: $599 million
Headquarters: WESTERVILLE, OH
High-Net-Worth Clients: 154
Average Client Assets: $3 million
Frequently Asked Questions
WEALTHBRIDGE CAPITAL MANAGEMENT, 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 #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 154 high-net-worth clients according to their SEC filing dated August 28, 2025. 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 $599 million in client assets according to their SEC filing dated August 28, 2025.
According to their SEC Form ADV, WEALTHBRIDGE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,805
Discretionary Accounts: 1,805
Regulatory Filings
CRD Number: 298254
Filing ID: 2012807
Last Filing Date: 2025-08-28 17:08:00
Website: https://wealthbridgecm.com