CRD: 170382
Wealthcare Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-07-2014
- Office Locations
- 2
Office Locations
About Wealthcare Asset Management, LLC
WealthCare Asset Management is an RIA focused on holistic retirement planning for retirees and pre-retirees, emphasizing lifetime income, tax-efficient retirement distributions, principal protection, long-term care funding, and estate/legacy planning. Portfolios use public funds and ETFs alongside fixed income/annuities. The firm educates investors via “Watts on Wealth” and the Truth About Taxes & Retirement podcast; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES BARRY WATTS
Chief Compliance Officer, Owner
- CRD
- #2482375
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Eric Burlison
--
- CRD
- #7180395
Matthew Joseph Dean
Partner
- CRD
- #7980762
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,769,606 | $191,088 |
| Non-Discretionary | $0 | -- |
| Total | $210,769,606 | $191,088 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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