$54.1M Total AUM
$54.0M Disc. AUM
-- 3Y CAGR
2 Employees
84 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-25-2004
- Office Locations
- 1
Office Locations
150 North Radnor Chester Road Suite F200 Radnor PA
About Wealthcare Solutions, LLC
WealthCare Solutions, LLC is a Radnor, PA–based RIA providing wealth management, retirement planning, and estate strategy. The firm works with entrepreneurs and executives, peak-career professionals, and pre-retirees/retirees, including high-net-worth individuals, with an emphasis on portfolio construction and risk management. Custody includes Fidelity/NFS.
Team overview
42 AVG AGE
$27.0M AVG AUM / ADVISOR
$643.6K AVG AUM / CLIENT
17.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KRAIG RANDALL NULL
Chief Compliance Officer, Managing Director
- CRD
- #1214819
- Ownership
- 75% or more
Available
Available
Available
BENJAMIN JEREMIAH SMITH
PARTNER, Wealth Manager
- CRD
- #5245194
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,043,936 | -- |
| Non-Discretionary | $21,157 | -- |
| Total | $54,065,093 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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