← Back to searchVisit website
WEALTHMD CORPORATION
CRD 140498 · SEC 801-80639
1706 BARDSTOWN ROAD, SECOND FLOOR, LOUISVILLE, KY, 40205, United States
Phone
502-413-6893
Fax
502-410-0468
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.5M
Discretionary AUM
$250.5M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)FINANCIAL REVIEWS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1031 | $186.7M |
| High net worth individuals | 30 | $63.9M |
States served
CA, IN, KY, LA, OH, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD