Wealth Care LLC
Wealth Care LLC (CRD# 125799) is a financial advisory firm headquartered in , . They manage $515,757,510 in 872 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management516MILLION
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Total Number of Accounts872ACCOUNTS
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Average Account Value$591,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, NE, TX
Rachel O'leary (CRD# 6271878) is an Investment Advisor Representative working at Wealth Care LLC in Austin, TX and has over 10 years of experience in the finance industry.
Lauren Podnos (CRD# 5959814) is an Investment Advisor Representative working at Wealth Care LLC in Austin, TX and has over 9 years of experience in the finance industry.
Stephen Podnos (CRD# 4642467) is an Investment Advisor Representative working at Wealth Care LLC in Merritt Island, FL and has over 21 years of experience in the finance industry.