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WEALTHCARE CAPITAL MANAGEMENT LLC
RICHMOND, VA
804-644-4711
SEC #801-60183Total AUM
$3.9B
Employees
54Clients
5,691Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 JAMES CENTER
1021 EAST CARY STREET, #702
RICHMOND
VA 23219
United States
1021 EAST CARY STREET, #702
RICHMOND
VA 23219
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
804-644-4711
Other Offices
23
Financials
Total AUM
$3.9B
Accounts
13,598Discretionary
$3.9B
Accounts
13,477Non-Discretionary
$36.9M
Accounts
121
Clients
Individual Clients
4,326AUM
$1.2B
HNW Individual Clients
1,312AUM
$2.5B
Pension/Profit Sharing Plan Clients
28AUM
$147.5M
Charitable Organization Clients
14AUM
$19.1M
Corporation or Business Clients
11AUM
$30.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDEFLGAHIIDILINKYLAMAMDMEMIMOMTNCNHNJNVNYOHORPASCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.