SPRINGFIELD, MOCRD 170382Latest ADV April 28, 2026
Wealthcare Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, MO. Its latest Form ADV filing, dated April 28, 2026, reports $211M in regulatory assets under management, 6 employees, and 1,103 accounts.
Assets Under Management
$211M
Employees
6
Offices
--
Total Clients
603
Primary office
SPRINGFIELD, MO
2847 S. INGRAM MILL ROAD, SUITE B102, SPRINGFIELD, MO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.2% of total clients.
Top client categories% of clientsClients
1
Individuals
90.2%
544
2
HNWI
7.0%
42
3
Pension Plans
1.8%
11
4
Charitable
0.7%
4
5
Corporations
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of April 28, 2026
Discretionary100.0%
$211M
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.
Total AUM$211M
Total Accounts1,103
10Y AUM Change+$111M (+110.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee101:1
10Y Employee Change+3 (+100.0%)
* 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.