Overview
Headquarters
Springfield, MO
Total Firm Assets
$211 million
Average High-Net-Worth Client Portfolio Size
$2.2 million
Stated Minimum Account Size
$500,000
Recent Rankings
Barron's 2025:
57
View complete rankings
Fee Disclosure
Source: ADV2A & 2B SEC (2026-04-28)
· View brochure text
Min Max Disclosed Annual Rate
$0
and above
3.00%
Estimated Annual Advisory Fees
Portfolio Value Estimated Annual Fee Effective Fee Rate
$1 million
$30,000
3.00%
$5 million
$150,000
3.00%
$10 million
$300,000
3.00%
$50 million
$1,500,000
3.00%
$100 million
$3,000,000
3.00%
Actual fees may vary; other investment costs may apply.
High-Net-Worth Share of Firm Assets
43.86%
Number of High-Net-Worth Clients
42
Total Client Accounts
1,103
Discretionary Accounts
1,103
Services Offered
Services:
Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
170382
View firm on SEC ↗
·
Current Form ADV (PDF) ↗
Frequently Asked Questions
What fees does Wealthcare Asset Management, LLC disclose?
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Is Wealthcare Asset Management, LLC a fiduciary?
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Yes. As an SEC-registered investment advisor (CRD #170382), Wealthcare Asset Management, LLC is subject to fiduciary duty under federal law.
Where is Wealthcare Asset Management, LLC located?
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Wealthcare Asset Management, LLC is headquartered in SPRINGFIELD, MO.
How many clients does Wealthcare Asset Management, LLC have?
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Wealthcare Asset Management, LLC serves 42 high-net-worth clients according to their SEC filing dated April 28, 2026. View client details ↓
What services does Wealthcare Asset Management, LLC offer?
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According to their SEC Form ADV, Wealthcare Asset Management, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
How is Wealthcare Asset Management, LLC ranked?
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How much does Wealthcare Asset Management, LLC manage?
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Wealthcare Asset Management, LLC manages $211 million in client assets according to their SEC filing dated April 28, 2026.
What types of clients does Wealthcare Asset Management, LLC serve?
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According to their SEC Form ADV, Wealthcare Asset Management, LLC serves high-net-worth individuals. View client details ↓