Wealthcare Asset Management, LLC
● SEC registered since 2023CRD 170382SEC# 801-129104Springfield, MO
Reg. AUM
$210.8M
Employees
6
Accounts
1,103
Location
Springfield, MO
Wealthcare Asset Management, LLC assets under management
Wealthcare Asset Management, LLC operates as an SEC-registered investment adviser based in Springfield, MO. The firm has been registered since 2023. It reports $210.8 million in regulatory assets under management and employs 6 people.
Wealthcare Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Barry Watts Control | Owner/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Wealthcare Asset Management, LLC manage?
Wealthcare Asset Management, LLC reports $210.8 million in regulatory assets under management on its Form ADV.
How many employees does Wealthcare Asset Management, LLC have?
Wealthcare Asset Management, LLC reports 6 employees.
Where is Wealthcare Asset Management, LLC located?
Wealthcare Asset Management, LLC is based in Springfield, MO and has been SEC-registered since 2023.
Does Wealthcare Asset Management, LLC disclose fund performance?
Wealthcare Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2847 S. Ingram Mill Road, Suite B102, Springfield, MO 65804 |
| Phone | 417-865-0936 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210.8M▲ 60%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$210.8Mregulatory AUM
Discretionary $210.8M