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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-29-2001
- Office Locations
- 3
Office Locations
About Wealthkare.com, Inc.
Wealthkare Financial Planning and Management provides retirement-focused financial planning and wealth management, emphasizing proactive tax planning and tax-management strategies through its Get MORE Retirement process. The team designs custom plans to help individuals and families maximize lifetime retirement benefits, including 401(k) risk and tax strategies and distribution planning. Founder Bruce J. Smith III authored a retirement benefits book supporting the approach.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRUCE JEHU SMITH III
Chief Compliance Officer, President
- CRD
- #1639467
- Ownership
- 75% or more
BRUCE JEHU SMITH IV
Advisor, VICE PRESIDENT
- CRD
- #4621620
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Elijah Charles Attlesperger
--
- CRD
- #8212321
ANTHONY JOSEPH BRONG
Advisor
- CRD
- #2294299
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,358,195 | $206,991 |
| Non-Discretionary | $31,295,513 | $119,449 |
| Total | $136,653,708 | $177,242 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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