Overview
Assets Under Management: $213 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 30
Average Client Assets: $2 million
Frequently Asked Questions
WEALTHMD CORPORATION 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 #140498), WEALTHMD CORPORATION is subject to fiduciary duty under federal law.
WEALTHMD CORPORATION is headquartered in LOUISVILLE, KY.
WEALTHMD CORPORATION serves 30 high-net-worth clients according to their SEC filing dated July 03, 2025. View client details ↓
According to their SEC Form ADV, WEALTHMD CORPORATION offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
WEALTHMD CORPORATION manages $213 million in client assets according to their SEC filing dated July 03, 2025.
According to their SEC Form ADV, WEALTHMD CORPORATION serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,556
Discretionary Accounts: 1,556
Regulatory Filings
CRD Number: 140498
Filing ID: 2001846
Last Filing Date: 2025-07-03 11:53:00
Website: https://wealthmd.net