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WEALTHCARE CAPITAL MANAGEMENT LLC
CRD 111119File 801-60183
APPROVED
Retail clients
Custody
Filing as of May 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.93B
Top 25% of cohort (national)
Discretionary AUM
$3.89B
Non-discretionary $36.9M
Clients
5,691
13,598 accounts
Employees
54
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 19, 2001
- Principal office
- 2 JAMES CENTER, 1021 EAST CARY STREET, #702, RICHMOND, VA, 23219
- Phone
- 804-644-4711
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.93B
- Discretionary AUM
- $3.89B
- Non-discretionary AUM
- $36.9M
- Discretionary accounts
- 13,477
- Non-discretionary accounts
- 121
- Total accounts
- 13,598
- AUM per client
- $690K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $30.2M |
| Charitable organizations | 14 | $19.1M |
| High net worth individuals | 1,312 | $2.54B |
| Pension and profit sharing plans | 28 | $147.5M |
| Individuals (other than high net worth individuals) | 4,326 | $1.19B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.