RIA Intel›Advisers›Virginia›WEALTHCARE CAPITAL MANAGEMENT LLC

WEALTHCARE CAPITAL MANAGEMENT LLC

Advisory

N·RICHMOND, VA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$3.9B

1-Year AUM Growth

+17.5%

3-Year CAGR

+1.2%

Employees

35

Assets Under Management

Total AUM$3.9B

Discretionary AUM$3.9B

Non-Discretionary AUM$37M

Discretionary %99.1%

Total Clients5,066

Team

Total Employees35

Investment Advisers54

Employee Growth (1Y)+5.9%

Filing History

Total Filings on Record89

First FilingMar 30, 2004

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 89 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTHCARE CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.