Wealth Care LLC

Company Description (LinkedIn): Highly personalized, fee-only financial planning and investment management. Offices in Cocoa Beach Florida and Washington DC. Clients served nationally.

• ⏳ Active Since: 2002
• 📍 Location: Merritt Island, Florida
• 🔢 Employee Count: 3
• 👥 Followers: 74

From WCI application:

• Services Offered: Services: Financial planning, investment management
• View full WCI application 🔗

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 479
• 🧾 Number of accounts: 886
• 🛍 Average Account Size: $540,610

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.wealthcarellc.com