CRD: 111119
Wealthcare Capital Management LLC
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-19-2001
- Office Locations
- 23
Office Locations
About Wealthcare Capital Management LLC
Wealthcare partners with independent financial advisors and breakaway teams, providing flexible affiliation models, an integrated planning and investment platform, managed portfolios, and hands-on practice management support (branding/marketing, operations optimization, transitions, and succession planning). The firm emphasizes open, customizable technology at key workflow touchpoints and cites advisor growth of 3–4x the industry average; it has been recognized as a “Practice Management Platform of the Year” winner.
Reported data analysis
What the numbers show
Between July 22, 2025 and May 21, 2026, reported AUM increased 29.6%, from $3.0B to $3.9B.
Across 5 reported observations, AUM increased 34.7% between September 12, 2022 and May 21, 2026, from $2.9B to $3.9B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 35 advisory representatives and 5,691 clients, or 162.6 clients per representative. That equates to $690.3K in reported AUM per client.
The profile lists 23 reported office locations and 25 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Justin DuBrueler
Chief Financial Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
JAMES JOSEPH KRAUSE
Chief Compliance Officer
- CRD
- #4143726
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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STEVEN ALLEN BERGERON
Advisor
- CRD
- #2160195
BRYAN GEORGE BROWN
Advisor
- CRD
- #4364310
Showing 2 of 37 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,891,788,368 | $288,773 |
| Non-Discretionary | $36,863,042 | $304,653 |
| Total | $3,928,651,410 | $288,914 |
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Separately Managed Accounts
SMA allocation detail is available
Wealthcare Capital Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Wealthcare Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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