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Wealthcare Capital Management LLC

● SEC registered since 2001CRD 111119SEC# 801-60183Richmond, VA
Export (members)
Reg. AUM
$3.03B
Employees
53
Accounts
11,564
Location
Richmond, VA

Wealthcare Capital Management LLC assets under management

Wealthcare Capital Management LLC is a registered investment adviser overseen by the SEC based in Richmond, VA. The firm has been registered since 2001. It reports $3 billion in regulatory assets under management and employs 53 people.
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Wealthcare Capital Management LLC owners & executives

9 reported
NameTitleOwnershipSince
James Joseph Krause ControlChief Compliance OfficerUnder 5%2021
Justin Dubrueler ControlChief Financial OfficerUnder 5%2014
Matthew Thomas Regan ControlPresidentUnder 5%2018
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Frequently asked questions

How much does Wealthcare Capital Management LLC manage?

Wealthcare Capital Management LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Wealthcare Capital Management LLC have?

Wealthcare Capital Management LLC reports 53 employees.

Where is Wealthcare Capital Management LLC located?

Wealthcare Capital Management LLC is based in Richmond, VA and has been SEC-registered since 2001.

Does Wealthcare Capital Management LLC disclose fund performance?

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

Contact & registration

Address2 James Center, 1021 East Cary Street, #702, Richmond, VA 23219
Phone804-644-4711
Fax804-433-1188
Office hours9:00 a.m. - 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1516450
Discloses disciplinary historyNo

Assets under management

Discretionary$2.99B
Non-discretionary$43.6M
Total (RAUM)$3.03B