Wealth Care LLC

Wealth Care LLC (CRD# 125799) is a financial advisory firm headquartered in , . They manage $240,000,000 in 550 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $436,364
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Wealth Care LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen D. Podnos
CRD#: 4642467
Merritt Island, FL
93
Wealthminder
score

Stephen Podnos (CRD# 4642467) is an Investment Advisor Representative working at Wealth Care LLC in Merritt Island, FL and has over 13 years of experience in the finance industry.

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