Wealthcare Capital Management

  • Investment Bank/Securities Brokerage
  • Richmond VA
  • 63 employees
  • Investment Management
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Company Overview

Headquarters
1021 E Cary St Ste 1120, Richmond VA
Website
wealthcaregdx.com
Phone
(804) 644-4711
Employees
63
Founded in
1999
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 561 Companies
NAICS Code 56 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$8B

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Who is Wealthcare Capital Management

Wealthcare Capital Management is a Registered Investment Advisor dedicated to helping clients achieve long-term financial success. We strive to build strong client relationships based on trust and transparency, providing customized investment advice tailored to individual needs and goals. Our team of experienced professionals is committed to helping you navigate the complexities of the financial world and make informed investment decisions. We offer a range of investment management services, including: * **Personalized Portfolio Management:** Develop a diversified investment portfolio aligned with your risk tolerance and financial objectives. * **Retirement Planning:** Guide you in planning for a secure and comfortable retirement. * **Financial Planning:** Develop a comprehensive financial plan encompassing all aspects of your financial life. Let Wealthcare Capital Management be your trusted partner in achieving your financial dreams.

Company Leadership

Brandy Weiberg

Managing Director - Head of Operations

Phone Email
Matt Regan

Chief Executive Officer

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Wealthcare Capital Management Industry Tags

Small Business Retirement Plans
Individual Investing
Investment Management
Goals-Based Wealth Management
Goals-Driven Investing
Financial Planning
Financial Advisors
Registered Investment Advisors
Financial Guidance
Goals-Driven Experience
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Wealthcare Capital Management Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Wealthcare Capital Management's headquarters?
The headquarters of Wealthcare Capital Management are situated at 1021 E Cary St Ste 1120, Richmond VA
What is Wealthcare Capital Management's phone number?
Wealthcare Capital Management's contact number is (804) 644-4711.
What is Wealthcare Capital Management's official website?
The official website of Wealthcare Capital Management can be found at wealthcaregdx.com.
What is Wealthcare Capital Management's current revenue?
As of September 2022, Wealthcare Capital Management's annual revenue reached $8B.
How many employees does Wealthcare Capital Management currently have?
Wealthcare Capital Management employs approximately 63+ people as of September 2022
Which industries is Wealthcare Capital Management primarily operating in?
Wealthcare Capital Management operates in the following industries: Investment Management
Who is the Managing Director - Head of Operations of Wealthcare Capital Management?
Wealthcare Capital Management's Managing Director - Head of Operations is Brandy Weiberg
What are Wealthcare Capital Management's industry tags?
Wealthcare Capital Management's industry tags include: Small Business Retirement Plans, Individual Investing, Investment Management
When was Wealthcare Capital Management founded?
Wealthcare Capital Management was founded in 1999.

Employee Directory

Key Employees

Dave Loeper

CEO

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Alicia Lugg

Director, Training and Project Management

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Bryan Brown

Financial Advisor

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Jeffrey Leighton

Head of Sales

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Jennifer Gurnett

Operational Specialist

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Bailey Kingsley

Software Developer Dotnet

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Shantese Smithers-Alexander

Marketing Manager

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