Wealthcare Capital Management is an investment advisor in Richmond with $2.92 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Financeware, Inc., Wealthcare Capital Management, Inc.
SEC CIK
IRS number
364776378
SEC advisor number
801-60183
FINRA CRD number
111119
AUM ?
$2.58 bn
(as of 22 Apr 24)
Accounts
10,499
(as of 22 Apr 24)
Employees
53
(34 investment advisory or research)
Address
Wealthcare Capital Management
TWO JAMES CENTER
1021 EAST CARY STREET, SUITE 1120
RICHMOND
VA 23219
TWO JAMES CENTER
1021 EAST CARY STREET, SUITE 1120
RICHMOND
VA 23219
Phone
804-644-4711
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22