WEALTHKARE.COM, INC.

CRD 115111File 801-131322

APPROVED

Retail clients

Filing as of Jul 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$136.7M

Bottom 25% of cohort (national)

Discretionary AUM

$105.4M

Non-discretionary $31.3M

Clients

375

771 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Oct 18, 2024
Principal office: 11898 ARROWHEAD WAY, MOUNT UNION, PA, 17066
Phone: 814-542-5433
Website: HTTP://WWW.WEALTHKARE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $136.7M
Discretionary AUM: $105.4M
Non-discretionary AUM: $31.3M
Discretionary accounts: 509
Non-discretionary accounts: 262
Total accounts: 771
AUM per client: $364K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$84K
High net worth individuals	88	$85.9M
Individuals (other than high net worth individuals)	282	$50.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — REFERRAL FEES
Subscription fees
A percentage of assets under your management

Advisory activities

Other
Publications
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: No
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
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.