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Wealthcare Asset Management, LLC

● SEC registered since 2023CRD 170382SEC# 801-129104Springfield, MO
Export (members)
Reg. AUM
$161.2M
Employees
5
Accounts
832
Location
Springfield, MO

Wealthcare Asset Management, LLC assets under management

Wealthcare Asset Management, LLC operates as an SEC-registered investment adviser based in Springfield, MO. The firm has been registered since 2023. It reports $161.2 million in regulatory assets under management and employs 5 people.
wealthcarecorp.comView on SEC.gov ↗

Wealthcare Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Barry Watts ControlOwner/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Wealthcare Asset Management, LLC manage?

Wealthcare Asset Management, LLC reports $161.2 million in regulatory assets under management on its Form ADV.

How many employees does Wealthcare Asset Management, LLC have?

Wealthcare Asset Management, LLC reports 5 employees.

Where is Wealthcare Asset Management, LLC located?

Wealthcare Asset Management, LLC is based in Springfield, MO and has been SEC-registered since 2023.

Does Wealthcare Asset Management, LLC disclose fund performance?

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

Contact & registration

Address2847 S. Ingram Mill Road, Suite B102, Springfield, MO 65804
Phone417-865-0936
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$161.2M
Non-discretionary$0
Total (RAUM)$161.2M