The WEALTHCARE CAPITAL GROUP is a privately held investment adviser that advises $12.62Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WEALTHCARE CAPITAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 159.49% over the last 5-years.
The Group has been registered with the SEC for 25.3 years and is comprised of 3 filing and 0 relying advisers. They operate out of 36 office locations with their Headquarters at 1065 ANDREW DRIVE, WEST CHESTER, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 311 employees comprised of 217 investment and 94 non-investment staff. The total number of Employees increased by 37.61% over the last 5-years.
Their $12.62Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 314 other accounts. Assets of High Net Worth Individuals clients own $8.09Bn or 64.1% of Total Assets and Individuals own $3.72Bn or 29.46% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WEALTHCARE CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.