WEALTHKARE.COM, INC.
SEC Form ADV profile.
Total regulatory AUM
$136,653,708
Discretionary
$105,358,195
Non-discretionary
$31,295,513
Firm details
- CRD number
- 115111
- SEC file number
- 801-131322
- Main office
- MOUNT UNION, PA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Subscription Fixed fees Other
As of October 2026.