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WEALTHCARE ASSET MANAGEMENT, LLC
CRD 170382File 801-129104
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$210.8M
Below cohort median (national)
Discretionary AUM
$210.8M
Clients
603
1,103 accounts
Employees
6
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 27, 2023
- Principal office
- 2847 S. INGRAM MILL ROAD, SUITE B102, SPRINGFIELD, MO, 65804
- Phone
- 417-865-0936
- Website
- https://wealthcarecorp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $210.8M
- Discretionary AUM
- $210.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,103
- Non-discretionary accounts
- 0
- Total accounts
- 1,103
- AUM per client
- $350K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $1.5M |
| Charitable organizations | Fewer than 5 | $163K |
| High net worth individuals | 42 | $92.4M |
| Pension and profit sharing plans | 11 | $8.3M |
| Individuals (other than high net worth individuals) | 544 | $108.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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 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.

