Wealthkare.Com, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mount Union, PA. Its latest Form ADV filing, dated April 1, 2026, reports $126M in regulatory assets under management, 7 employees, 4 offices, and 738 accounts.
Assets Under Management
$126M
Employees
7
Offices
4 offices
Total Clients
738
Primary office
MOUNT UNION, PA
11898 ARROWHEAD WAY, MOUNT UNION, PA, United States
Top client segmentIndividuals represent 67.6% of total clients.
Top client categories% of clientsClients
1
Individuals
67.6%
499
2
HNWI
31.7%
234
3
Corporations
0.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of April 1, 2026
Discretionary78.0%
$98M
78% of total RAUM78.0%
Non-discretionary22.0%
$28M
22% of total RAUM22.0%
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$126M
Total Accounts738
10Y AUM Change+$21M (+20.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee105:1
10Y Employee Change+1 (+16.7%)
* 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.