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).

Current Firm Details
http://www.wealthcarellc.com
By the Numbers
  • Total Assets Under Management
    516
    MILLION
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $591,465
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NE, TX

Financial Advisors at Wealth Care LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rachel O'leary, financial advisor Austin TX
Rachel P. O'leary
CRD#: 6271878
303 Rocky Coast Drive, Austin, TX 78738

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.

2
Lauren Podnos, financial advisor Austin TX
Lauren M. Podnos
CRD#: 5959814
303 Rocky Coast Drive, Austin, TX 78738

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.

3
Stephen Podnos, financial advisor Merritt Island FL
Stephen D. Podnos
CRD#: 4642467
Merritt Island, FL

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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