CRD: 284650
Wealthcare Financial Group, Inc.
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-28-2016
- Office Locations
- 6
Office Locations
About Wealthcare Financial Group, Inc.
Wealthcare Financial Group, Inc. advises high net worth individuals and healthcare professionals, plus nonprofits, businesses and associations. The team provides portfolio management, financial/retirement and estate planning, and insurance & risk management, with institutional fiduciary consulting and IPS development. Known for stewarding concentrated stock positions and running ERISA-focused retirement plan services; primarily implements models using ETFs and other equities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARTIN ALEXANDER SMITH
Financial Advisor, General Partner, President
- CRD
- #2677840
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sean A. Chrysostom
Financial Advisor
- CRD
- #7062268
David D Collins
Financial Advisor, General Partner
- CRD
- #7320155
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,954,871 | -- |
| Non-Discretionary | $7,844,024 | -- |
| Total | $25,798,895 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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