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WEALTHCARE ASSET MANAGEMENT, LLC
CRD 170382 · SEC 801-129104
2847 S. INGRAM MILL ROAD, SUITE B102, SPRINGFIELD, MO, 65804, United States
Phone
417-865-0936
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.8M
Discretionary AUM
$210.8M
Team
6 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersSUB-ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 544 | $108.4M |
| High net worth individuals | 42 | $92.4M |
| Pension/profit sharing plans | 11 | $8.3M |
| Charitable organizations | 4 | $163K |
| Corporations/business entities | 2 | $1.5M |
States served
AR, CA, IL, KS, MO, TX
All web addresses on file
Official SEC filing: View on IAPD