← Tributary

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

WESTERVILLE, OH · CRD 298254 · IAPD ↗ · (614) 591-4515

$709.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — WEALTHBRIDGE CAPITAL MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — WEALTHBRIDGE CAPITAL MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2025 — WEALTHBRIDGE CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($467.8M -> $599.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
March 2025 — WEALTHBRIDGE CAPITAL MANAGEMENT, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
November 2024 — WEALTHBRIDGE CAPITAL MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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