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WEALTHKARE.COM, INC.

MOUNT UNION, PA · CRD 115111 · IAPD ↗ · unlockyourretirement.reinventingretirementebook.com · 814-542-5433

$136.7MRegulatory AUM
7Advisory reps
7Employees
10Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
August 2026 — WEALTHKARE.COM, INC. changed its website from unlockretirement.seminarsoncall.com to unlockyourretirement.reinventingretirementebook.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
August 2025 — WEALTHKARE.COM, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2025 — WEALTHKARE.COM, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
November 2024 — WEALTHKARE.COM, INC. (MOUNT UNION, PA) is newly SEC-registered with $106.2M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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