CRD: 111119
Wealthcare Capital Management LLC
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | 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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