Wealthbridge Capital Management, Llc
- Regulatory AUM
- $710M
- Discretionary
- $710M
- Clients
- 457
- Avg AUM / client
- $1.6M
- Accounts
- 1,890
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 309 | $219M | 30.8% |
| High net worth individuals | 148 | $491M | 69.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert William Faulkner | Principal, Chief Financial Officer, Chief Compliance Officer, And Financial Advisor | Aug 2018 (8y) | 50% – 75% | |
| Ryan Matthew Dunlap | Managing Member, President, Chief Executive Officer, And Financial Advisor | Aug 2018 (8y) | 50% – 75% | |
| David Michael Suchland | Registered representative | Jul 2024 (2y) | ||
| Kati Jo Hays | Registered representative | Jan 2025 (2y) | ||
| Nicholas Kyle Neuville | Registered representative | May 2026 (0y) |
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) | 05/27/2026 | 964 KB | 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
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $678M (96% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Aug 03, 2026.
View current Form ADV (SEC/IAPD) ↗