Wealthkare.Com, Inc.
- Regulatory AUM
- $137M
- Discretionary
- $105M
- Clients
- 375
- Avg AUM / client
- $364K
- Accounts
- 771
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 282 | $50.7M | 37.1% |
| High net worth individuals | 88 | $85.9M | 62.9% |
| Corporations and other businesses | 5 | $84.2K | 0.06% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce Jehu Smith | President And Chief Compliance Officer | Jul 1997 (29y) | 75% or more | |
| Nathan John Chatman | Registered representative | Feb 2002 (24y) | ||
| Bruce Jehu Smith | Registered representative | Sep 2006 (20y) | ||
| Christopher Jay Heaster | Registered representative | CFP | Sep 2006 (20y) | |
| Anthony Joseph Brong | Registered representative | Nov 2011 (15y) | ||
| Cinnamon Ann Colony Chatman | Registered representative | Mar 2018 (8y) | ||
| Elijah Charles Attlesperger | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $128M (94% of AUM) Jul 2026
- Fidelity Investments $8.5M (6% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗