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| Wealthcare Capital Management LLC
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| CRD # | 111119 |
| SEC # | 801-60183 |
| CIK # | 0001516450 |
| AUM | $3.0 B (2025-07-22) |
| Employees | 53 (68% Investors, 2% Brokers) |
| Phone | 804-644-4711 |
| Address | 2 James Center Richmond, VA 23219 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001516450 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Silver Trust | 29.9 | ||
| Sprott Physical Gold Trust | 27.3 | ||
| Invesco Ltd | 8.9 | ||
| Apple Inc | 2.0 | ||
| Exxon Mobil Corp | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,074 | 1.1 |
| (b) Individuals (high net worth individuals) | 946 | 1.8 |
| (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 | 26 | 0.1 |
| (h) Charitable organizations | 12 | 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 | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,564 | 3.0 |
| By Discretionary | ||
| Discretionary | 11,425 | 3.0 |
| Non-Discretionary | 139 | 0.0 |
| Total | 11,564 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 11,564 | 3.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001516450] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wealthcare Advisory Partners LLC
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|
PA | 6.0 |
|
Wealthcare Capital Management LLC
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|
VA | 3.0 |
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|---|---|---|
|
Advus Financial Partners LLC
✚
|
FL | 3.1 |
|
Equity Investment Corporation
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|
GA | 3.1 |
|
Steele Capital Management Inc
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IA | 3.0 |
|
Frank Rimerman Advisors LLC
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|
CA | 3.0 |
|
Advisor Resource Council
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|
TX | 3.0 |
|
Bryn Mawr Capital Management LLC
✚
|
PA | 3.0 |
|
Summitry LLC
✚
|
CA | 3.0 |
|
New England Private Wealth Advisors LLC
✚
|
MA | 3.0 |
|
Sovereign Investment Advisors LLC
✚
|
AZ | 3.0 |
|
Colony Family Offices LLC
✚
|
NC | 3.0 |