Wealth Care LLC
● SEC registered since 2006CRD 125799SEC# 801-67132
Reg. AUM
$668.6M
Employees
3
Accounts
821
Location
—
Wealth Care LLC assets under management
Wealth Care LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2006. It reports $668.6 million in regulatory assets under management and employs 3 people.
Wealth Care LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lauren Michelle Podnos Control | Principal | 25-50% | 2025 |
| Rachel Podnos O'Leary Control | Principal | 25-50% | 2025 |
| Stephen Daniel Podnos Control | Managing Member/Chief Compliance Officer | 25-50% | 2003 |
Frequently asked questions
How much does Wealth Care LLC manage?
Wealth Care LLC reports $668.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Care LLC have?
Wealth Care LLC reports 3 employees.
Does Wealth Care LLC disclose fund performance?
Wealth Care LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 321-543-1099 |
| Fax | 815-301-3777 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$668.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$668.6Mregulatory AUM
Discretionary $668.6M