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WEALTHCARE CAPITAL MANAGEMENT LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
RICHMOND, Virginia
·
4 registered advisors
·
CRD# 111119
SEC# 801-60183
18
804-644-4711
01
Firm Overview
AUM
$2.6B
Regulatory assets under management
Employees
53
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTHCARE CAPITAL MANAGEMENT LLC
4 registered advisors
Amy Greene Vinson
RICHMOND, Virginia
CRD# 2360437
Brandy Nelson Weiberg
RICHMOND, Virginia
CRD# 5095083
Karen Kelly Nelson
RICHMOND, Virginia
CRD# 5215080
Robert Payne Wilson
RICHMOND, Virginia
CRD# 1367850
05
Office Locations
RICHMOND, Virginia
4 advisors
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Data sourced from SEC Form ADV filings. WEALTHCARE CAPITAL MANAGEMENT LLC (CRD# 111119) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.