Wealthcare Capital Management LLC

Wealthcare Capital Management LLC (CRD# 111119) is a financial advisory firm headquartered in Richmond, VA. They manage $1,294,682,716 in 7,428 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,295
    MILLION
  • Total Number of Accounts
    7,428
    ACCOUNTS
  • Average Account Value
    $174,298
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
  • Selection of other advisers (including private fund managers)
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.

AL, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wealthcare Capital Management LLC
Showing 1 - 10 of 41 top financial advisors.
1
Jennifer R. Wolfe
CRD#: 4598231
Beaver , PA 15009
105
Wealthminder
score
Jennifer Wolfe (CRD# 4598231) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Beaver Falls, PA and has over 13 years of experience in the finance industry. Jennifer Wolfe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Brad W. Michels
CRD#: 2797528
3660 Paoli Pike, Suite 2, Floyds Knobs, IN 47119
101
Wealthminder
score

Brad Michels (CRD# 2797528) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Floyds Knobs, IN and has over 18 years of experience in the finance industry. Brad Michels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard L. Bartholomew
CRD#: 4602974
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219
96
Wealthminder
score

Richard Bartholomew (CRD# 4602974) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 15 years of experience in the finance industry. Richard Bartholomew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert N. Batt
CRD#: 2945642
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219
96
Wealthminder
score

Robert Batt (CRD# 2945642) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 20 years of experience in the finance industry.

5
Diane L. Dixon
CRD#: 2246207
Austin, TX
96
Wealthminder
score

Diane Dixon (CRD# 2246207) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Austin, TX and has over 25 years of experience in the finance industry. Diane Dixon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Walter A. Laub
CRD#: 5833527
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219
96
Wealthminder
score

Walter Laub (CRD# 5833527) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 7 years of experience in the finance industry. Walter Laub has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ronald E. Madey
CRD#: 2647000
Newtown Square, PA
96
Wealthminder
score

Ronald Madey (CRD# 2647000) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Newtown Square, PA and has over 21 years of experience in the finance industry.

8
James D. Mirenda
CRD#: 2492770
East Dorset, VT
96
Wealthminder
score

James Mirenda (CRD# 2492770) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in East Dorset, VT and has over 21 years of experience in the finance industry. James Mirenda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Steven A. Bergeron
CRD#: 2160195
Keene, NH
93
Wealthminder
score

Steven Bergeron (CRD# 2160195) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Keene, NH and has over 26 years of experience in the finance industry.

10
Bryan G. Brown
CRD#: 4364310
4030 Broadman-canfield Road, Suite 100b, Canfield, OH 44406
93
Wealthminder
score

Bryan Brown (CRD# 4364310) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Canfield, OH and has over 16 years of experience in the finance industry.

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