WEALTHKARE.COM, INC.

MOUNT UNION, Pennsylvania·2 registered advisors·CRD# 115111
SEC# 801-1313223814-542-5433
01

Firm Overview

AUM
$106M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
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
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEALTHKARE.COM, INC.

2 registered advisors
Bruce Jehu Smith
MOUNT UNION, Pennsylvania
Bruce Jehu Smith
MOUNT UNION, Pennsylvania
05

Office Locations

MOUNT UNION, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. WEALTHKARE.COM, INC. (CRD# 115111) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.