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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

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 typeClientsAUM
Other2$1.5M
Charitable organizationsFewer than 5$163K
High net worth individuals42$92.4M
Pension and profit sharing plans11$8.3M
Individuals (other than high net worth individuals)544$108.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.