Wealthbridge Capital Management, LLC
● SEC registered since 2018CRD 298254SEC# 801-113924Westerville, OH
Reg. AUM
$709.7M
Employees
7
Accounts
1,890
Location
Westerville, OH
Wealthbridge Capital Management, LLC assets under management
Wealthbridge Capital Management, LLC operates as an SEC-registered investment adviser based in Westerville, OH. The firm has been registered since 2018. It reports $709.7 million in regulatory assets under management and employs 7 people.
Wealthbridge Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert William Faulkner Control | Principal, Chief Financial Officer, Chief Compliance Officer, And Financial Advisor | 50-75% | 2018 |
| Ryan Matthew Dunlap Control | Managing Member, President, Chief Executive Officer, And Financial Advisor | 50-75% | 2018 |
Frequently asked questions
How much does Wealthbridge Capital Management, LLC manage?
Wealthbridge Capital Management, LLC reports $709.7 million in regulatory assets under management on its Form ADV.
How many employees does Wealthbridge Capital Management, LLC have?
Wealthbridge Capital Management, LLC reports 7 employees.
Where is Wealthbridge Capital Management, LLC located?
Wealthbridge Capital Management, LLC is based in Westerville, OH and has been SEC-registered since 2018.
Does Wealthbridge Capital Management, LLC disclose fund performance?
Wealthbridge Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 550 Polaris Parkway, Suite 560, Westerville, OH 43082 |
| Phone | (614) 591-4515 |
| Fax | (614) 635-4895 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1767313 |
| Discloses disciplinary history | No |
Regulatory AUM
$709.7M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$709.7Mregulatory AUM
Discretionary $709.7M