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Wealthbridge Capital Management, LLC

● SEC registered since 2018CRD 298254SEC# 801-113924Westerville, OH
Export (members)
Reg. AUM
$599M
Employees
7
Accounts
1,805
Location
Westerville, OH

Wealthbridge Capital Management, LLC assets under management

Wealthbridge Capital Management, LLC operates as an SEC-registered investment adviser based in Westerville, OH. The firm has been registered since 2018. It reports $599 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/wealthbridge-capital-managementView on SEC.gov ↗

Wealthbridge Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert William Faulkner ControlPrincipal, Chief Financial Officer, Chief Compliance Officer, And Financial Advisor50-75%2018
Ryan Matthew Dunlap ControlManaging Member, President, Chief Executive Officer, And Financial Advisor50-75%2018

Frequently asked questions

How much does Wealthbridge Capital Management, LLC manage?

Wealthbridge Capital Management, LLC reports $599 million in regulatory assets under management on its Form ADV.

How many employees does Wealthbridge Capital Management, LLC have?

Wealthbridge Capital Management, LLC reports 7 employees.

Where is Wealthbridge Capital Management, LLC located?

Wealthbridge Capital Management, LLC is based in Westerville, OH and has been SEC-registered since 2018.

Does Wealthbridge Capital Management, LLC disclose fund performance?

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

Contact & registration

Address550 Polaris Parkway, Suite 560, Westerville, OH 43082
Phone(614) 591-4515
Fax(614) 635-4895
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1767313
Discloses disciplinary historyNo

Assets under management

Discretionary$599M
Non-discretionary$0
Total (RAUM)$599M