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Bruce Jehu Smith

WEALTHKARE.COM, INC.·MOUNT UNION, Pennsylvania
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11898 ARROWHEAD WAY, MOUNT UNION, PA 17066CRD# 1639467Firm CRD# 115111
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
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# 1639467
Firm CRD# 115111
No disclosures on file
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 in MOUNT UNION
Bruce Jehu Smith — WEALTHKARE.COM, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
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