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WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
CRD 298254 · SEC 801-113924
550 POLARIS PARKWAY, SUITE 560, WESTERVILLE, OH, 43082, United States
Phone
(614) 591-4515
Fax
(614) 635-4895
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$709.7M
Discretionary AUM
$709.7M
Team
7 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 309 | $218.8M |
| High net worth individuals | 148 | $491.0M |
States served
CA, CO, GA, IL, LA, MI, NY, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD