Overview
Assets Under Management: $126 million
Headquarters: MOUNT UNION, PA
High-Net-Worth Clients: 234
Average Client Assets: $0.3 million
Frequently Asked Questions
WEALTHKARE.COM, INC. 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 #115111), WEALTHKARE.COM, INC. is subject to fiduciary duty under federal law.
WEALTHKARE.COM, INC. is headquartered in MOUNT UNION, PA.
WEALTHKARE.COM, INC. serves 234 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, WEALTHKARE.COM, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WEALTHKARE.COM, INC. manages $126 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, WEALTHKARE.COM, INC. 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 234
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.98%
Average Client Assets: $0.3 million
Total Client Accounts: 738
Discretionary Accounts: 462
Non-Discretionary Accounts: 276
Regulatory Filings
CRD Number: 115111
Filing ID: 2090752
Last Filing Date: 2026-04-01 16:06:31