WEALTH CARE LLC
Adviser information for WEALTH CARE LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 872 | $515.8M |
Non-Discretionary | 0 | $0 |
Total | 872 | $515.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 78 | $61.9M |
HNW Individuals | 123 | $453.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-67132 |
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SEC ERA File Number | 801-67132 |
SEC CIK Numbers | None |
SEC CRD Numbers | 125799 |
Legal Entity Identifier | None |
Principal Office
405 SIMS WAYMERRITT ISLAND
FL
United States
BY APPOINTMENT ONLY, 9:00 A.M. - 5:00 P.M.
Tel: 321-543-1099, Fax: 815-301-3777
Websites
Chief Compliance Officer
STEVEN PODNOS
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER
405 SIMS WAY
MERRITT ISLAND
FL
United States
Tel:
321-543-1099
Fax:
815-301-3777
S*****@****************M
(Full email address available in API data)
Regulatory Contact
RACHEL PODNOS
303 ROCKY COAST DRIVE
AUSTIN
TX
United States
Tel:
(321) 505-7592
R*****@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PODNOS, STEPHEN, DANIEL | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 05/2003 | > 75% |