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| Wealthcare Capital Management LLC
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|---|---|
| CRD # | 111119 |
| SEC # | 801-60183 |
| CIK # | 0001516450 |
| AUM | 3,928.7 M (2026-05-21) |
| Employees | 54 (65% Investors, 2% Brokers) |
| Fees | |
| Minimum | |
| 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 | 19.4 | ||
| Sprott Physical Gold Trust | 13.7 | ||
| Invesco Ltd | 11.4 | ||
| Apple Inc | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,326 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,312 | 2.5 |
| (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 | 28 | 0.1 |
| (h) Charitable organizations | 14 | 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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13,598 | 3.9 |
| By Discretionary | ||
| Discretionary | 13,477 | 3.9 |
| Non-Discretionary | 121 | 0.0 |
| Total | 13,598 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 13,598 | 3.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001516450] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Wealthcare Advisory Partners LLC
✚
|
PA | 8,288.1 M |
|
Wealthcare Capital Management LLC
✚
|
VA | 3,928.7 M |
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|
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|
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|
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|
Clinton Investment Management LLC
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|
Johnson Sterling Inc
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|
AL | 3,901.5 M |
|
Ancora Private Wealth Advisors LLC
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|
Two West Capital Advisors LLC
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