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- Custodian
- Fidelity/NFS ยท Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2006
- Office Locations
- 1
Office Locations
About Wealthmd Corporation
WealthMD Corporation is an independent Louisville, KY advisory firm providing ongoing financial planning and discretionary portfolio management. The team emphasizes an academic, quantitative process with proactive execution and disciplined rebalancing, typically implemented with public funds and ETFs. Client work spans retirees and entrepreneurs, with planning around retirement and education savings. Custody includes Fidelity/NFS.
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Owner & Executives
PHILIP PARRISH SALLEE
Chief Investment Officer, Investment Advisor Representative, Secretary
- CRD
- #4120662
- Ownership
- 75% or more
NICOLE TICE HAINES
Chief Compliance Officer, President
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,521,809 | $157,264 |
| Non-Discretionary | $0 | -- |
| Total | $250,521,809 | $157,264 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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