Wealthcare Capital Management LLC

Wealthcare Capital Management LLC (CRD# 111119) is a financial advisory firm headquartered in Richmond, VA. They manage $1,301,172,948 in 7,311 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,301
    MILLION
  • Total Number of Accounts
    7,311
    ACCOUNTS
  • Average Account Value
    $177,975
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wealthcare Capital Management LLC
Showing 1 - 10 of 43 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
William B. Akers
CRD#: 4278737
600 East Main Street, Suite 1240, Richmond, VA 23219
96
Wealthminder
score

William Akers (CRD# 4278737) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 13 years of experience in the finance industry.

4
Richard L. Bartholomew
CRD#: 4602974
2475 Northwinds Parkway, Suite 200, Alpharetta, GA 30009
96
Wealthminder
score

Richard Bartholomew (CRD# 4602974) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Alpharetta, GA and has over 14 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.

5
Perry L. Chesney
CRD#: 1098695
Atlanta, GA
96
Wealthminder
score

Perry Chesney (CRD# 1098695) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Atlanta, GA and has over 34 years of experience in the finance industry. Perry Chesney 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
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.

7
Kenneth P. Fishburne
CRD#: 3262767
2100 East Cary Street, Suite 200, Richmond, VA 23223
96
Wealthminder
score

Kenneth Fishburne (CRD# 3262767) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 10 years of experience in the finance industry. Kenneth Fishburne 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.

8
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.

9
James D. Mirenda
CRD#: 2492770
2100 East Cary Street, Suite 200, Richmond, VA 23223
96
Wealthminder
score

James Mirenda (CRD# 2492770) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA 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.

10
Michael Ashker
CRD#: 1296719
2100 East Cary Street, Suite 200, Richmond, VA 23223
93
Wealthminder
score

Michael Ashker (CRD# 1296719) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 33 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.