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Wealthmd Corporation

● SEC registered since 2014CRD 140498SEC# 801-80639Louisville, KY
Export (members)
Reg. AUM
$212.9M
Employees
4
Accounts
1,556
Location
Louisville, KY

Wealthmd Corporation assets under management

Wealthmd Corporation operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2014. It reports $212.9 million in regulatory assets under management and employs 4 people.
wealthmd.netView on SEC.gov ↗

Wealthmd Corporation owners & executives

2 reported
NameTitleOwnershipSince
Nicole Tice Haines ControlChief Compliance Officer & PresidentUnder 5%2013
Philip Parrish Sallee ControlChief Investment Officer & SecretaryOver 75%2006

Frequently asked questions

How much does Wealthmd Corporation manage?

Wealthmd Corporation reports $212.9 million in regulatory assets under management on its Form ADV.

How many employees does Wealthmd Corporation have?

Wealthmd Corporation reports 4 employees.

Where is Wealthmd Corporation located?

Wealthmd Corporation is based in Louisville, KY and has been SEC-registered since 2014.

Does Wealthmd Corporation disclose fund performance?

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

Contact & registration

Address1706 Bardstown Road, Second Floor, Louisville, KY 40205
Phone502-413-6893
Fax502-410-0468
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212.9M
Non-discretionary$0
Total (RAUM)$212.9M