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WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
WESTERVILLE, Ohio
·
2 registered advisors
·
CRD# 298254
SEC# 801-113924
1
(614) 591-4515
01
Firm Overview
AUM
$468M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
2 registered advisors
Robert William Faulkner
WESTERVILLE, Ohio
CRD# 4426185
Ryan Matthew Dunlap
WESTERVILLE, Ohio
CRD# 2761374
05
Office Locations
WESTERVILLE, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. WEALTHBRIDGE CAPITAL MANAGEMENT, LLC (CRD# 298254) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.