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Wealth Care LLC

● SEC registered since 2006CRD 125799SEC# 801-67132
Export (members)
Reg. AUM
$577.9M
Employees
3
Accounts
812
Location

Wealth Care LLC assets under management

Wealth Care LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2006. It reports $577.9 million in regulatory assets under management and employs 3 people.

Wealth Care LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephen Daniel Podnos ControlManaging Member/Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Wealth Care LLC manage?

Wealth Care LLC reports $577.9 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Care LLC have?

Wealth Care LLC reports 3 employees.

Does Wealth Care LLC disclose fund performance?

Wealth Care LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone321-543-1099
Fax815-301-3777
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$577.9M
Non-discretionary$0
Total (RAUM)$577.9M