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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthbridge Capital Management LLC
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| CRD # | 298254 |
| SEC # | 801-113924 |
| CIK # | 0001767313 |
| AUM | $599.0 M (2025-02-21) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 614-591-4515 |
| Address | 550 Polaris Parkway Westerville, OH 43082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767313 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 11.5 | ||
| Apple Inc | 11.0 | ||
| Nvidia Corp | 9.0 | ||
| Microsoft Corp | 6.5 | ||
| SPDR Gold Trust | 6.5 | ||
| Alphabet Inc | 5.4 | ||
| Emerson Electric Co | 4.8 | ||
| Lilly Eli & Co | 4.6 | ||
| BlackRock Municipal 2030 Target Term Trust | 4.4 | ||
| Facebook Inc | 3.4 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Mastercard Inc | 3.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 181.0 |
| (b) Individuals (high net worth individuals) | 154 | 418.1 |
| (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 | 1,805 | 599.0 |
| By Discretionary | ||
| Discretionary | 1,805 | 599.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,805 | 599.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 599.0 | |
| Total | 1,805 | 599.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767313] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marotta Asset Management Inc
✚
|
VA | 0.6 |
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 0.6 |
|
Saaga LLC
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|
FL | 0.6 |
|
Marcellus Investment Managers Private Limited
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|
0.6 | |
|
Lunt Capital Management Inc
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|
UT | 0.6 |
|
New England Capital Financial Advisors LLC
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|
CT | 0.6 |
|
BCWM LLC
✚
|
KS | 0.6 |
|
Family Investment Center Inc
✚
|
MO | 0.6 |
|
Horan Capital Advisors LLC
✚
|
OH | 0.6 |
|
America First Investment Advisors LLC
✚
|
NE | 0.6 |