← Directory
WEALTHCARE ASSET MANAGEMENT, LLC
CRD 170382File 801-129104
APPROVED
Retail clients
Filing as of Apr 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 502 | 603 | increased by101 |
| May 1, 2026 | AUM | $197,494,864 | $210,769,606 | increased by$13,274,742 |
| May 1, 2026 | Accounts | 502 | 1,103 | increased by601 |
| Apr 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Mar 1, 2026 | Employees | 6 | 7 | increased by1 |
| Mar 1, 2026 | Disclosures | Yes | No | |
| Mar 1, 2026 | Custody | Yes | No | |
| Mar 1, 2026 | Clients | 442 | 502 | increased by60 |
| Mar 1, 2026 | AUM | $161,175,824 | $197,494,864 | increased by$36,319,040 |
| Mar 1, 2026 | Accounts | 832 | 502 | decreased by330 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 | 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 ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHCARE ASSET” 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.