$668.6M Total AUM
$668.6M Disc. AUM
12.1% 3Y CAGR
3 Employees
246 ADV. Clients
23 yrs Firm Age
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- Custodian
- Fidelity/NFS · Tiaa · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-07-2003
- Office Locations
- 2
Office Locations
-- Austin TX
-- Merritt Island FL
About Wealth Care LLC
Wealth Care LLC is an independent, fiduciary, fee-only RIA providing full-service financial planning and investment management, with a specialty serving physicians, dentists, and other healthcare professionals. The firm emphasizes highly personalized, concierge-style advice and supports clients nationwide from offices in Brevard County, FL and Austin, TX.
Team overview
45 AVG AGE
$222.9M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
13.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Technology
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Owner & Executives
R
RACHEL PODNOS O'LEARY
Financial Planner, PRINCIPAL
- CRD
- #6271878
- Ownership
- 25% but less than 50%
Available
Available
Available
L
LAUREN MICHELLE PODNOS
Financial Planner, PRINCIPAL
- CRD
- #5959814
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $668,598,634 | $814,371 |
| Non-Discretionary | $0 | -- |
| Total | $668,598,634 | $814,371 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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