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WEALTHCARE CAPITAL MANAGEMENT LLC

RICHMOND, VA · CRD 111119 · IAPD ↗ · 804-644-4711

$3.93BRegulatory AUM
35Advisory reps
54Employees
0Clients
More than 500Planning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WEALTHCARE CAPITAL MANAGEMENT LLC added office(s): 21 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — WEALTHCARE CAPITAL MANAGEMENT LLC reported RAUM up 30% ($3.03B -> $3.93B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — WEALTHCARE CAPITAL MANAGEMENT LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — WEALTHCARE CAPITAL MANAGEMENT LLC added office(s): 18 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2024 — WEALTHCARE CAPITAL MANAGEMENT LLC added office(s): 17 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.