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WEALTHKARE.COM, INC.
CRD 115111 · SEC 801-131322
11898 ARROWHEAD WAY, MOUNT UNION, PA, 17066, United States
Phone
814-542-5433
Fax
814-542-3308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.7M
Discretionary AUM
$105.4M
Team
7 total employees; 7 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 282 | $50.7M |
| High net worth individuals | 88 | $85.9M |
| Corporations/business entities | 5 | $84K |
States served
MD, PA, WA, FL
All web addresses on file
- https://unlockretirement.seminarsoncall.com/
- https://unlockretirement.seminarsoncall.com/seminar/medicare-and-you
- https://unlockretirement.seminarsoncall.com/seminar/how-to-maximize-social-security-v2
- https://unlockretirement.seminarsoncall.com/seminar/second-opinion
- HTTP://WWW.WEALTHKARE.COM
- https://whyclientschooseus.com/wealthkare
- https://unlockretirement.seminarsoncall.com/seminar/life-after-divorce
- https://unlockretirement.seminarsoncall.com/seminar/millennials-and-money
- https://unlockretirement.seminarsoncall.com/seminar/tax-free-retirement
- https://unlockretirement.seminarsoncall.com/seminar/retirement-planning
- https://unlockretirement.seminarsoncall.com/seminar/widows-and-wealth
- https://unlockretirement.seminarsoncall.com/seminar/women-and-wealth
- https://s.unlockyourretirement.com/s/unlock1
- https://unlock.timetap.com/#/
- https://howwehelpclients.com/wealthkare
- https://unlockretirement.seminarsoncall.com/seminar/employee-benefits
- https://unlockretirement.seminarsoncall.com/seminar/federal-employees
- https://unlockretirement.seminarsoncall.com/seminar/guaranteed-income-for-life
- https://unlockretirement.seminarsoncall.com/seminar/tax-reduction
- https://unlockretirement.seminarsoncall.com/seminar/life-insurance
- https://wealthkare.wufoo.com/forms/z1gpbpwx1adw5jd/
- https://unlockretirement.seminarsoncall.com/seminar/estate-planning
- https://unlockyourretirement.seminarsoncall.com/
- https://mastersclassguide.azurewebsites.net/unlockyourretirement/our-gift-to-you
- https://ourgifttoretirees.com/6250
- https://unlockretirement.seminarsoncall.com/seminar/managed-money
- https://unlockretirement.seminarsoncall.com/seminar/long-term-care-insurance
- https://unlockretirement.seminarsoncall.com/seminar/charitable-giving
- https://unlockretirement.seminarsoncall.com/seminar/college-planning
- https://myvaluableresources.com/all/unlockyourretirement
- https://unlockyourretirement.reinventingretirementebook.com/
- https://myfiveminute.azurewebsites.net/quiz/SelectQuiz/brucesmith
Official SEC filing: View on IAPD