CRD: 298254
Wealthbridge Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-31-2018
- Office Locations
- 2
Office Locations
About Wealthbridge Capital Management, LLC
WealthBridge Capital Management is an independent, fiduciary wealth manager providing personalized financial planning and ongoing guidance through life transitions, with a focus on retirement planning via its WealthSpan Planning System. CFP®/CIMA® credentialed advisors coordinate clients’ full financial picture and implement portfolio strategies using ETFs and mutual funds. Based in Westerville, OH with an Englewood, FL office; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN MATTHEW DUNLAP
Chief Executive Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #2761374
- Ownership
- 50% but less than 75%
ROBERT WILLIAM FAULKNER
Chief Compliance Officer, Chief Financial Officer, Financial Advisor, PRINCIPAL
- CRD
- #4426185
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Kati Jo Hays
Private Wealth Advisor
- CRD
- #7604646
Nicholas Kyle Neuville
Private Wealth Advisor
- CRD
- #5943863
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $709,717,823 | $375,512 |
| Non-Discretionary | $0 | -- |
| Total | $709,717,823 | $375,512 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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