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WEALTHCARE CAPITAL MANAGEMENT LLC
CRD 111119 · SEC 801-60183
2 JAMES CENTER, 1021 EAST CARY STREET, #702, RICHMOND, VA, 23219, United States
Phone
804-644-4711
Fax
804-433-1188
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.93B
Discretionary AUM
$3.89B
Team
54 total employees; 35 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4326 | $1.19B |
| High net worth individuals | 1312 | $2.54B |
| Pension/profit sharing plans | 28 | $147.5M |
| Charitable organizations | 14 | $19.1M |
| Corporations/business entities | 11 | $30.2M |
States served
VT, AL, AZ, CA, CO, DE, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MT, NV, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.facebook.com/russthorntonCDFA
- HTTP://WWW.WEALTHCARE4LIFE.COM
- https://www.facebook.com/wealthcareforlife/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WEALTHCARE-CAPITAL-MANAGEMENT
- HTTP://WWW.GDX360.COM
- HTTPS://TWITTER.COM/WEALTHCAREWAY
- HTTPS://WWW.FACEBOOK.COM/WEALTHCAREWAY
- HTTPS://WWW.WEALTHCARECAPITAL.COM/ADVISORS/STEVEBERGERON
- HTTP://WWW.VANZANDTFINANCIAL.COM
- https://www.feeonlynetwork.com/financial-advisor/jim-mirenda/
- HTTP://WWW.WEALTHCAREFORWOMEN.COM
- HTTP://WWW.WEALTHCARECHICAGO.COM
- HTTP://WWW.LIFEANDINVESTING.COM
- HTTP://WWW.WEALTHCAREGDX.COM
- HTTP://WWW.WEALTHCAREVT.COM
- HTTP://WWW.SCOTTDAVISONWEALTHCARE.COM
- https://www.facebook.com/Van-Zandt-Financial-2012139089066621/
Official SEC filing: View on IAPD