RIA Intel›Advisers›Georgia›WEALTHCARE FINANCIAL GROUP, INC.

WEALTHCARE FINANCIAL GROUP, INC.

Advisory

PEACHTREE CITY, GA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$118K

across 219 accounts

AUM per adviser

$4M

6 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$26M

Discretionary AUM$18M

Non-Discretionary AUM$8M

Discretionary %69.6%

Total Clients135

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates In10 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

135 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

AKPRIDE FINANCIAL, LLC

$26M

MOTUS WEALTH MANAGEMENT, LLC

$26M

BROOKE FOREST CAPITAL LLC

$26M

KINDZIA INVESTMENTS, INC.

JOHNS CREEK, GA

$25M

MARS CAPITAL MANAGEMENT LLC

$25M

AFS WEALTH MANAGEMENT LLC

WATKINSVILLE, GA

$25M

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