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| Wealthkarecom Inc
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|
|
|---|---|
| CRD # | 115111 |
| SEC # | 801-131322 |
| CIK # | |
| AUM | $136.7 M (2026-06-10) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 814-542-5433 |
| Address | 11898 Arrowhead Way Mount Union, PA 17066 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 282 | 50.7 |
| (b) Individuals (high net worth individuals) | 88 | 85.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 771 | 136.7 |
| By Discretionary | ||
| Discretionary | 509 | 105.4 |
| Non-Discretionary | 262 | 31.3 |
| Total | 771 | 136.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.7 | |
| Total | 771 | 136.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tarheel Advisors LLC
✚
|
NC | 0.1 |
|
Ruggiero Investments Inc
✚
|
FL | 0.1 |
|
21 West Wealth Management LLC
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|
CA | 0.1 |
|
Harger and Company Inc
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|
LA | 0.1 |
|
ELE Advisory Services Inc
✚
|
MI | 0.1 |
|
Henderson Financial Group LLC
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|
VA | 0.1 |
|
St Bernard Financial Services Inc
✚
|
AR | 0.1 |
|
Cassilly Financial Group LLC
✚
|
MD | 0.1 |
|
REVO Financial LLC
✚
|
OK | 0.1 |
|
Brighter Financial Capital Management LLC
✚
|
VA | 0.1 |