Wealthcare

EST. AUM
$3,928,651,410

CONTACTS
15

CLIENT ACCOUNTS
13,598

Firm Details

Metro area Richmond
CRD Number 111119
Website wealthcaregdx.com
Client types

Overview

Wealthcare provides wealth management platforms for independent advisors through a variety of affiliation models. Its group includes Wealthcare Capital Management, Wealthcare Advisory Partners, and Wealthcare Capital Partners. It was acquired by Sammons Financial Group in June 2025.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wealthcare

Platform Details

Investment Preferences

Alternative Activity

Address

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