Wealthcare Capital Management LLC
● SEC registered since 2001CRD 111119SEC# 801-60183Richmond, VA
Reg. AUM
$3.93B
Employees
54
Accounts
13,598
Location
Richmond, VA
Wealthcare Capital Management LLC assets under management
Wealthcare Capital Management LLC is a registered investment adviser overseen by the SEC based in Richmond, VA. The firm has been registered since 2001. It reports $3.9 billion in regulatory assets under management and employs 54 people.
Wealthcare Capital Management LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Joseph Krause Control | Chief Compliance Officer | Under 5% | 2021 |
| Justin Dubrueler Control | Chief Financial Officer | Under 5% | 2014 |
| Matthew Thomas Regan Control | President | Under 5% | 2018 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wealthcare Capital Management LLC manage?
Wealthcare Capital Management LLC reports $3.9 billion in regulatory assets under management on its Form ADV.
How many employees does Wealthcare Capital Management LLC have?
Wealthcare Capital Management LLC reports 54 employees.
Where is Wealthcare Capital Management LLC located?
Wealthcare Capital Management LLC is based in Richmond, VA and has been SEC-registered since 2001.
Does Wealthcare Capital Management LLC disclose fund performance?
Wealthcare 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 | 2 James Center, 1021 East Cary Street, #702, Richmond, VA 23219 |
| Phone | 804-644-4711 |
| Fax | 804-433-1188 |
| Office hours | 9:00 a.m. - 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1516450 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.93B▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$3.93Bregulatory AUM
Discretionary $3.89BNon-discretionary $36.9M