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| Wealthcare Asset Management LLC
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| CRD # | 170382 |
| SEC # | 801-129104 |
| CIK # | 0002034181 |
| AUM | 210.8 M (2026-04-28) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 417-865-0936 |
| Address | 2847 S Ingram Mill Road Springfield, MO 65804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034181 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| O Reilly Automotive Inc | 19.5 | ||
| SPDR Gold Trust | 8.4 | ||
| Apple Inc | 4.8 | ||
| Amazon Com Inc | 4.5 | ||
| Wal Mart Stores Inc | 2.7 | ||
| Nvidia Corp | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Alphabet Inc | 0.7 | ||
| Alphabet Inc | 0.4 | ||
| BlackRock Floating Rate Income Trust | 0.4 | ||
| AT&T Inc | 0.3 | ||
| Palantir Technologies Inc | 0.3 | ||
| Iron Mountain Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 544 | 108.4 |
| (b) Individuals (high net worth individuals) | 42 | 92.4 |
| (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 | 8.3 |
| (h) Charitable organizations | 4 | 0.2 |
| (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 | 2 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,103 | 210.8 |
| By Discretionary | ||
| Discretionary | 1,103 | 210.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,103 | 210.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.8 | |
| Total | 1,103 | 210.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002034181] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Apex Investment Group LLC
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MA | 211.1 M |
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Pinnacle Wealth Management LLC
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CA | 211.1 M |
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WMKI Group LLC
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211.0 M | |
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Phase III Advisory Services Ltd
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IL | 210.9 M |
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Albert D Mason Inc
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MA | 210.6 M |
|
KDT Advisors LLC
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NJ | 210.4 M |
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Baring Financial LLC
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WA | 210.3 M |
|
Mark Gillam Enterprises
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CA | 210.3 M |
|
Independence Wealth Advisors LLC
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OH | 210.3 M |
|
Succession Financial Inc
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TX | 210.3 M |