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WEALTHMD CORPORATION
CRD 140498File 801-80639
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$250.5M
Below cohort median (national)
Discretionary AUM
$250.5M
Clients
1,061
1,593 accounts
Employees
4
Below cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 4, 2014
- Principal office
- 1706 BARDSTOWN ROAD, SECOND FLOOR, LOUISVILLE, KY, 40205
- Phone
- 502-413-6893
- Website
- HTTP://WEALTHMD.NET/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.5M
- Discretionary AUM
- $250.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,593
- Non-discretionary accounts
- 0
- Total accounts
- 1,593
- AUM per client
- $236K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $63.9M |
| Individuals (other than high net worth individuals) | 1,031 | $186.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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.