WEALTHCARE CAPITAL MANAGEMENT LLC

CRD 111119File 801-60183

APPROVED

Retail clients

Custody

Filing as of May 21, 2026

Feed vintage Oct 1, 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

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
Website: HTTP://WWW.WEALTHCAREVT.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	53	54	increased by1
Apr 1, 2026	Clients	5,066	5,691	increased by625
Apr 1, 2026	AUM	$3,030,880,135	$3,928,651,410	increased by$897,771,275
Apr 1, 2026	Accounts	11,564	13,598	increased by2,034
May 1, 2025 vs Oct 1, 2022	Employees	61	53	decreased by8
May 1, 2025 vs Oct 1, 2022	Clients	4,585	5,066	increased by481
May 1, 2025 vs Oct 1, 2022	AUM	$2,916,976,803	$3,030,880,135	increased by$113,903,332
May 1, 2025 vs Oct 1, 2022	Accounts	9,965	11,564	increased by1,599
Feb 1, 2022	Employees	55	61	increased by6
Feb 1, 2022	Clients	3,958	4,585	increased by627
Feb 1, 2022	AUM	$2,314,462,705	$2,916,976,803	increased by$602,514,098
Feb 1, 2022	Accounts	8,577	9,965	increased by1,388
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WEALTHCARE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHCARE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.