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| Wealthbridge Capital Management LLC
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|---|---|
| CRD # | 298254 |
| SEC # | 801-113924 |
| CIK # | 0001767313 |
| AUM | 709.7 M (2026-05-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-591-4515 |
| Address | 550 Polaris Parkway Westerville, OH 43082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 12.9 | |
| Amazon Com Inc | 10.4 | |
| Nvidia Corp | 10.0 | |
| SPDR Gold Trust | 9.2 | |
| Alphabet Inc | 8.1 | |
| Lilly Eli & Co | 5.2 | |
| Microsoft Corp | 4.7 | |
| Emerson Electric Co | 4.7 | |
| BlackRock Municipal 2030 Target Term Trust | 4.4 | |
| J P Morgan Chase & Co | 3.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 218.8 |
| (b) Individuals (high net worth individuals) | 148 | 491.0 |
| (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 | 1,890 | 709.7 |
| By Discretionary | ||
| Discretionary | 1,890 | 709.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,890 | 709.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 709.7 | |
| Total | 1,890 | 709.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767313] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
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