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Robert Payne Wilson

WEALTHCARE CAPITAL MANAGEMENT, INC.·RICHMOND, Virginia
Series 65Clean record22 years registeredWEALTHCARE CAPITAL MANAGEMENT, INC.
600 EAST MAIN STREET, RICHMOND, VA 23219CRD# 1367850Firm CRD# 111119

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Payne Wilson · RICHMOND, VA
Registration
CRD #1367850 · WEALTHCARE CAPITAL MANAGEMENT, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

WEALTHCARE CAPITAL MANAGEMENT LLC
Nov 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 20, 2003
Years registered · 22
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 Robert Payne Wilson offer?
Robert Payne Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Robert Payne Wilson's credentials?
Robert Payne Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Payne Wilson located?
Robert Payne Wilson is based in RICHMOND, Virginia, working with WEALTHCARE CAPITAL MANAGEMENT, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Robert Payne Wilson charge for services?
Robert Payne Wilson'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, INC.?
WEALTHCARE CAPITAL MANAGEMENT, INC. 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, INC.

Karen Kelly Nelson
RICHMOND, VA
Amy Greene Vinson
RICHMOND, VA
Brandy Nelson Weiberg
RICHMOND, VA

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