Wealthcare Capital Management LLC

Wealthcare Capital Management LLC (CRD# 111119) is a financial advisory firm headquartered in Richmond, VA. They manage $2,916,976,803 in 9,965 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,917
    MILLION
  • Total Number of Accounts
    9,965
    ACCOUNTS
  • Average Account Value
    $292,722
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
  • 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, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MT, NC, 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 34 top financial advisors.
1
Richard L. Bartholomew
CRD#: 4602974
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219

Richard Bartholomew (CRD# 4602974) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 19 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.

2
Steven A. Bergeron
CRD#: 2160195
Keene, NH

Steven Bergeron (CRD# 2160195) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Keene, NH and has over 30 years of experience in the finance industry.

3
Bryan G. Brown
CRD#: 4364310
4030 Broadman-canfield Road, Suite 100b, Canfield, OH 44406

Bryan Brown (CRD# 4364310) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Canfield, OH and has over 20 years of experience in the finance industry.

4
Scarlott L. Cagle
CRD#: 4643221
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219

Scarlott Cagle (CRD# 4643221) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has 1 year of experience in the finance industry. Scarlott Cagle 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
Gordon E. Caldwell
CRD#: 5474908
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219

Gordon Caldwell (CRD# 5474908) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 14 years of experience in the finance industry.

6
Peggy A. Carlson
CRD#: 2147921
Claremont, CA

Peggy Carlson (CRD# 2147921) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Claremont, CA and has over 30 years of experience in the finance industry.

7
William H. Cox
CRD#: 2143012
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219

William Cox (CRD# 2143012) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 30 years of experience in the finance industry. William Cox 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
Scott T. Davison
CRD#: 5744747
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219

Scott Davison (CRD# 5744747) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has 1 year of experience in the finance industry. Scott Davison 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
Diane L. Dixon
CRD#: 2246207
Austin, TX

Diane Dixon (CRD# 2246207) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Austin, TX and has over 29 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.

10
Christopher H. Hessenflow
CRD#: 4004439
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219

Christopher Hessenflow (CRD# 4004439) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Richmond, VA and has over 22 years of experience in the finance industry.

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