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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthcare Asset Management LLC
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| CRD # | 170382 |
| SEC # | 801-129104 |
| CIK # | |
| AUM | $161.2 M (2025-05-28) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 417-865-0936 |
| Address | 2847 S Ingram Mill Road Springfield, MO 65804 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 387 | 87.5 |
| (b) Individuals (high net worth individuals) | 36 | 65.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 6.6 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 832 | 161.2 |
| By Discretionary | ||
| Discretionary | 832 | 161.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 832 | 161.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.2 | |
| Total | 832 | 161.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guardsman Private Capital Management Inc
✚
|
FL | 0.2 |
|
RWM Capital LLC
✚
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TX | 0.2 |
|
Crusonia Wealth Advisors LLC
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|
CO | 0.2 |
|
KEEN Capital Ltd
✚
|
SC | 0.2 |
|
Kerusso Capital Management LLC
✚
|
NC | 0.2 |
|
Mirretti Perryman Wealth Strategies LLC
✚
|
IL | 0.2 |
|
Dorado Wealth Management LLC
✚
|
0.2 | |
|
MDRN Capital LLC
✚
|
MD | 0.2 |
|
Cole Wealth Management LLC
✚
|
AZ | 0.2 |
|
Arnold Castellano and Associates LLC
✚
|
LA | 0.2 |