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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Care LLC
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|---|---|
| CRD # | 125799 |
| SEC # | 801-67132 |
| CIK # | |
| AUM | $577.9 M (2025-03-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 321-543-1099 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 65.9 |
| (b) Individuals (high net worth individuals) | 118 | 512.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 812 | 577.9 |
| By Discretionary | ||
| Discretionary | 812 | 577.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 812 | 577.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 577.9 | |
| Total | 812 | 577.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sarasin Asset Management Limited
✚
|
0.6 | |
|
East End Financial Group Inc
✚
|
NY | 0.6 |
|
Monument Group Wealth Advisors LLC
✚
|
MA | 0.6 |
|
EWG Elevate Inc
✚
|
CA | 0.6 |
|
Investors Research Corporation
✚
|
GA | 0.6 |
|
LSY Inc
✚
|
CA | 0.6 |
|
TLWM LLC
✚
|
TX | 0.6 |
|
Montag & Caldwell LLC
✚
|
GA | 0.6 |
|
Northeast Advisers Inc
✚
|
PA | 0.6 |
|
The Watchman Group Inc
✚
|
TX | 0.6 |