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WEALTH CARE LLC

· CRD 125799 · IAPD ↗ · wealthcarellc.com · 321-543-1099

$668.6MRegulatory AUM
3Advisory reps
3Employees
10Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2024 — WEALTH CARE LLC crossed $500M in regulatory AUM ($479.0M -> $515.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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