Wealth Care LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 3, 2026, reports $669M in regulatory assets under management, 3 employees, 2 offices, and 821 accounts.
Top client segmentHNWI represent 53.0% of total clients.
Top client categories% of clientsClients
1
HNWI
53.0%
125
2
Individuals
36.4%
86
3
Pension Plans
10.6%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$669Mas of March 3, 2026
Discretionary100.0%
$669M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$669M
Total Accounts821
10Y AUM Change+$390M (+139.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee79:1
10Y Employee Change+1 (+50.0%)
* 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.