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Wealthkare.com, Inc.

● SEC registered since 2024CRD 115111SEC# 801-131322Mount Union, PA
Export (members)
Reg. AUM
$119.1M
Employees
6
Accounts
685
Location
Mount Union, PA

Wealthkare.com, Inc. assets under management

Wealthkare.com, Inc. is a registered investment adviser overseen by the SEC based in Mount Union, PA. The firm has been registered since 2024. It reports $119.1 million in regulatory assets under management and employs 6 people.
unlockretirement.seminarsoncall.com/seminar/employee-benefitsView on SEC.gov ↗

Wealthkare.com, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Bruce Jehu Smith ControlVice PresidentUnder 5%2005
Bruce Jehu Smith ControlPresident And Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Wealthkare.com, Inc. manage?

Wealthkare.com, Inc. reports $119.1 million in regulatory assets under management on its Form ADV.

How many employees does Wealthkare.com, Inc. have?

Wealthkare.com, Inc. reports 6 employees.

Where is Wealthkare.com, Inc. located?

Wealthkare.com, Inc. is based in Mount Union, PA and has been SEC-registered since 2024.

Does Wealthkare.com, Inc. disclose fund performance?

Wealthkare.com, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11898 Arrowhead Way, Mount Union, PA 17066
Phone814-542-5433
Fax814-542-3308
Office hours8:30 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$92.9M
Non-discretionary$26.2M
Total (RAUM)$119.1M