Wealthcare Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 24, 2026, reports $3.9B in regulatory assets under management, 54 employees, 23 offices, and 13,598 accounts.
Assets Under Management
$3.9B
Employees
54
Offices
23 offices
Total Clients
5,691
Primary office
RICHMOND, VA
2 JAMES CENTER, 1021 EAST CARY STREET, #702, RICHMOND, VA, United States
Top client segmentIndividuals represent 76.0% of total clients.
Top client categories% of clientsClients
1
Individuals
76.0%
4,326
2
HNWI
23.1%
1,312
3
Pension Plans
0.5%
28
4
Charitable
0.2%
14
5
Corporations
0.2%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 24, 2026
Discretionary99.1%
$3.9B
99% of total RAUM99.1%
Non-discretionary0.9%
$37M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.9B
Total Accounts13,598
10Y AUM Change+$2.4B (+156.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees54
Clients per Employee105:1
10Y Employee Change-6 (-10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.