Wealthkare.com, Inc.
● SEC registered since 2024CRD 115111SEC# 801-131322Mount Union, PA
Reg. AUM
$136.7M
Employees
7
Accounts
771
Location
Mount Union, PA
Wealthkare.com, Inc. assets under management
Wealthkare.com, Inc. is a registered investment adviser overseen by the SEC based in Mount Union, PA. The firm has been registered since 2024. It reports $136.7 million in regulatory assets under management and employs 7 people.
Wealthkare.com, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Jehu Smith Control | Vice President | Under 5% | 2005 |
| Bruce Jehu Smith Control | President And Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Wealthkare.com, Inc. manage?
Wealthkare.com, Inc. reports $136.7 million in regulatory assets under management on its Form ADV.
How many employees does Wealthkare.com, Inc. have?
Wealthkare.com, Inc. reports 7 employees.
Where is Wealthkare.com, Inc. located?
Wealthkare.com, Inc. is based in Mount Union, PA and has been SEC-registered since 2024.
Does Wealthkare.com, Inc. disclose fund performance?
Wealthkare.com, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11898 Arrowhead Way, Mount Union, PA 17066 |
| Phone | 814-542-5433 |
| Fax | 814-542-3308 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.7M▲ 29%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$136.7Mregulatory AUM
Discretionary $105.4MNon-discretionary $31.3M