Wealthcare Capital Management LLC

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Assets, Funds, Holdings

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Wealthcare Capital Management LLC
CRD #111119
SEC #801-60183
CIK #1516450
AUM $1.7 BB (98% Disc, 100% US, 2020-02-03)
Employees57 (60% Investors, 2% Brokers)
Phone804-644-4711
Address2 James Center
Richmond, VA 23219
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
17401392104469634801999200620132021
Sector Issuer Cap ($MM) Value ($MM)
VTI 251.4
IEF 184.7
SCHP 67.9
VEU 46.8
MUB 13.3
ITOT 12.8
IEI 8.8
IXUS 7.6
SPTS 6.1
SPTL 4.0
View All
Holdings by Sector ($)
0.90.70.50.40.20.02014201620182020
Related Firms State AUM ($BB)
Wealthcare Capital Management LLC
VA 1.7
Wealthcare Advisory Partners LLC
PA 1.7
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RCL Advisors LLC
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Advisor Resource Council
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