Wealthcare Financial Group, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 284650
· Peachtree City, GA
· WCFINGROUP.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $25.8M
- Discretionary
- $18.0M
- Clients
- 135
- Avg AUM / client
- $191K
- Accounts
- 219
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 130 | $18.0M | 69.6% |
| Corporations and other businesses | 5 | $7.8M | 30.4% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin Alexander Smith | Registered representative | Oct 2016 (10y) | ||
| Sean A. Chrysostom | Registered representative | Jan 2019 (8y) | ||
| John Russell Funderburk | Registered representative | Feb 2019 (7y) | ||
| David D Collins | Registered representative | Jan 2021 (6y) | ||
| John C Rogers | Registered representative | CFA | May 2023 (3y) | |
| Tariq Ahmad Khan | Registered representative | Jan 2025 (2y) | ||
| John P. Gannon | Registered representative | CFA | Aug 2025 (1y) |
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) | 03/30/2026 | 1.14 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $18.0M (70% of AUM) Mar 2026
- Assetmark Trust Company $7.9M (31% of AUM) Mar 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗