$16.9M Total AUM
$16.9M Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2014
- Office Locations
- 1
Office Locations
910 Dougherty RD Aiken SC
About Wealthcare
WealthCare is a boutique RIA in Aiken, SC providing investment management and tax planning/preparation for individuals at different life stages, from early-career investors to retirees. Portfolios are primarily implemented with ETFs, complemented by investment‑grade corporate bonds. The firm custody relationship includes Charles Schwab.
Team overview
83 AVG AGE
$16.9M AVG AUM / ADVISOR
$307.6K AVG AUM / CLIENT
12.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WILLIAM JOSEPH COSCIONI
Managing Member, President
- CRD
- #1503133
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,920,502 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,920,502 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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