Wealthmd Corporation
● SEC registered since 2014CRD 140498SEC# 801-80639Louisville, KY
Reg. AUM
$250.5M
Employees
4
Accounts
1,593
Location
Louisville, KY
Wealthmd Corporation assets under management
Wealthmd Corporation operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2014. It reports $250.5 million in regulatory assets under management and employs 4 people.
Wealthmd Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicole Tice Haines Control | Chief Compliance Officer & President | Under 5% | 2013 |
| Philip Parrish Sallee Control | Chief Investment Officer & Secretary | Over 75% | 2006 |
Frequently asked questions
How much does Wealthmd Corporation manage?
Wealthmd Corporation reports $250.5 million in regulatory assets under management on its Form ADV.
How many employees does Wealthmd Corporation have?
Wealthmd Corporation reports 4 employees.
Where is Wealthmd Corporation located?
Wealthmd Corporation is based in Louisville, KY and has been SEC-registered since 2014.
Does Wealthmd Corporation disclose fund performance?
Wealthmd Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1706 Bardstown Road, Second Floor, Louisville, KY 40205 |
| Phone | 502-413-6893 |
| Fax | 502-410-0468 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250.5M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$250.5Mregulatory AUM
Discretionary $250.5M