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Wealthcare Capital Management LLC CRD 111119
$3.93B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-12 |
Branch Locations
2 James Center 1021 East Cary Street, #702, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare Capital Management, Llc | West Chester | PA | 10/2022 | Present |
| Sei Investments Company | Oaks | PA | 05/2017 | 10/2022 |
| Sei Investments Company | Oaks | PA | 06/2016 | 05/2017 |
| Temple University | Philadelphia | PA | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-01 |
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