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Brandy Nelson Weiberg

WEALTHCARE CAPITAL MANAGEMENT LLC·RICHMOND, Virginia
Series 65Clean record20 years registeredWEALTHCARE CAPITAL MANAGEMENT LLC
2 JAMES CENTER, RICHMOND, VA 23219CRD# 5095083Firm CRD# 111119

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandy Nelson Weiberg · RICHMOND, VA
Registration
CRD #5095083 · WEALTHCARE CAPITAL MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

WEALTHCARE CAPITAL MANAGEMENT LLC
Apr 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 3, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHCARE CAPITAL MANAGEMENT LLC
CRD 111119 · SEC 801-60183
AUM
$2.6B
Regulatory assets under management
Employees
53
10,499 client accounts
Services offered by WEALTHCARE CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHCARE CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Brandy Nelson Weiberg offer?
Brandy Nelson Weiberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Brandy Nelson Weiberg's credentials?
Brandy Nelson Weiberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandy Nelson Weiberg located?
Brandy Nelson Weiberg is based in RICHMOND, Virginia, working with WEALTHCARE CAPITAL MANAGEMENT LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Brandy Nelson Weiberg charge for services?
Brandy Nelson Weiberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHCARE CAPITAL MANAGEMENT LLC?
WEALTHCARE CAPITAL MANAGEMENT LLC has approximately 53 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHCARE CAPITAL MANAGEMENT LLC

Karen Kelly Nelson
RICHMOND, VA
Amy Greene Vinson
RICHMOND, VA
Robert Payne Wilson
RICHMOND, VA

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Research
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