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Bruce Jehu Smith

WEALTHKARE.COM, INC.·MOUNT UNION, Pennsylvania
Clean recordWEALTHKARE.COM, INC.
11898 ARROWHEAD WAY, MOUNT UNION, PA 17066CRD# 4621620Firm CRD# 115111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Jehu Smith · MOUNT UNION, PA
Registration
CRD #4621620 · WEALTHKARE.COM, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bruce Jehu Smith is a registered financial advisor based in MOUNT UNION, Pennsylvania, affiliated with WEALTHKARE.COM, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
WEALTHKARE.COM, INC.
WEALTHKARE.COM, INC.
AUM
$106M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTHKARE.COM, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 4621620
Firm CRD# 115111
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Jehu Smith offer?
Bruce Jehu Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT UNION, Pennsylvania for a consultation.
What are Bruce Jehu Smith's credentials?
Bruce Jehu Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Jehu Smith located?
Bruce Jehu Smith is based in MOUNT UNION, Pennsylvania, working with WEALTHKARE.COM, INC.. Their office serves clients in the MOUNT UNION metropolitan area and surrounding communities.
How does Bruce Jehu Smith charge for services?
Bruce Jehu Smith's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHKARE.COM, INC.?
WEALTHKARE.COM, INC. has approximately 6 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHKARE.COM, INC.

Bruce Jehu Smith
MOUNT UNION, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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