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WEALTH CARE LLC
CRD 125799 · SEC 801-67132
NE, United States
Phone
321-543-1099
Fax
815-301-3777
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$668.6M
Discretionary AUM
$668.6M
Team
3 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $73.5M |
| High net worth individuals | 125 | $562.5M |
| Pension/profit sharing plans | 25 | $32.5M |
States served
NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD