WEALTHCARE CAPITAL MANAGEMENT LLC
CRD #111119 SEC #801-60183 RICHMOND, VA 804-644-4711
SEC Registered
Total AUM
$3B
Discretionary
$3B
Employees
53
Clients
--
Accounts
11,564
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $3B | $3B | $43.6M | 53 | 0 |
| Mar 2025 | $3B | $3B | $43.6M | 53 | 0 |
| Mar 2025 | $3B | $3B | $43.6M | 53 | 0 |
| Dec 2024 | $2.6B | $2.5B | $40.9M | 53 | 0 |
| Jun 2024 | $2.6B | $2.5B | $40.9M | 53 | 0 |
| Apr 2024 | $2.6B | $2.5B | $40.9M | 53 | 0 |
| Mar 2024 | $2.6B | $2.5B | $40.9M | 53 | 0 |
| Nov 2023 | $2.6B | $2.6B | $32.7M | 59 | 0 |
| Apr 2023 | $2.6B | $2.6B | $32.7M | 59 | 0 |
| Mar 2023 | $2.6B | $2.6B | $32.7M | 59 | 0 |
| Sep 2022 | $2.9B | $2.9B | $36.1M | 61 | 0 |
| Jan 2022 | $2.9B | $2.9B | $36.1M | 61 | 0 |
| Nov 2021 | $2.3B | $2.3B | $37.6M | 55 | 0 |
| Sep 2021 | $2.3B | $2.3B | $37.6M | 55 | 0 |
| Aug 2021 | $2.3B | $2.3B | $37.6M | 55 | 0 |
| Apr 2021 | $2.3B | $2.3B | $37.6M | 55 | 0 |
| Mar 2021 | $2.3B | $2.3B | $37.6M | 55 | 0 |
| Jan 2021 | $1.7B | $1.7B | $39.1M | 57 | 0 |
| Jul 2020 | $1.7B | $1.7B | $39.1M | 57 | 0 |
| May 2020 | $1.7B | $1.7B | $39.1M | 57 | 0 |
| Feb 2020 | $1.7B | $1.7B | $39.1M | 57 | 0 |
| Nov 2019 | $1.3B | $1.2B | $25.7M | 57 | 0 |
| May 2019 | $1.3B | $1.2B | $25.7M | 57 | 0 |
| May 2019 | $1.3B | $1.2B | $25.7M | 57 | 0 |
| Mar 2019 | $1.3B | $1.2B | $25.7M | 57 | 0 |
| Dec 2018 | $1.3B | $1.3B | $42.4M | 57 | 1 |
| Nov 2018 | $1.3B | $1.3B | $42.4M | 57 | 1 |
| Aug 2018 | $1.3B | $1.3B | $42.4M | 57 | 1 |
| Jul 2018 | $1.3B | $1.3B | $42.4M | 57 | 1 |
| Jul 2018 | $1.3B | $1.3B | $42.4M | 57 | 1 |
| Jun 2018 | $1.3B | $1.3B | $42.4M | 57 | 1 |
| Apr 2018 | $1.3B | $1.3B | $42.4M | 57 | 1 |
| Mar 2018 | $1.3B | $1.3B | $42.4M | 57 | 1 |
| Dec 2017 | $1.3B | $1.2B | $47.7M | 60 | 0 |
| Sep 2017 | $1.5B | $1.5B | $48.2M | 60 | 3,800 |
| Mar 2017 | $1.5B | $1.5B | $48.2M | 60 | 3,800 |
| Jun 2016 | $1.3B | $1.3B | $0 | 80 | 3,000 |
| Mar 2016 | $1.3B | $1.3B | $0 | 80 | 3,000 |
| Mar 2016 | $1.3B | $1.3B | $0 | 80 | 3,000 |
| Sep 2015 | $1.2B | $1B | $168M | 57 | 2,000 |
| Jul 2015 | $1.2B | $1B | $168M | 57 | 2,000 |
| May 2015 | $1.2B | $1B | $168M | 57 | 2,000 |
| Mar 2015 | $1.2B | $1B | $168M | 57 | 2,000 |
| Feb 2015 | $941.8M | $802.5M | $139.3M | 47 | 1,900 |
| Oct 2014 | $941.8M | $802.5M | $139.3M | 47 | 1,900 |
| May 2014 | $941.8M | $802.5M | $139.3M | 47 | 1,900 |
| Apr 2014 | $941.8M | $802.5M | $139.3M | 47 | 1,900 |
| Mar 2014 | $941.8M | $802.5M | $139.3M | 47 | 1,900 |
| Feb 2014 | $813.3M | $766M | $47.3M | 36 | 1,800 |
| Jan 2014 | $813.3M | $766M | $47.3M | 36 | 1,800 |
| Jan 2014 | $813.3M | $766M | $47.3M | 36 | 1,800 |
| Dec 2013 | $813.3M | $766M | $47.3M | 36 | 1,800 |
| Dec 2013 | $813.3M | $766M | $47.3M | 36 | 1,800 |
| Sep 2013 | $746.5M | $706.1M | $40.3M | 47 | 1,700 |
| Jun 2013 | $746.5M | $706.1M | $40.3M | 46 | 1,700 |
| Mar 2013 | $645.4M | $606.7M | $38.6M | 44 | 1,500 |
| Jan 2013 | $556.1M | $528.1M | $28M | 41 | 1,287 |
| Jan 2013 | $556.1M | $528.1M | $28M | 41 | 1,287 |
| Oct 2012 | $556.1M | $528.1M | $28M | 11 | 1,287 |
| Apr 2012 | $517.6M | $496.2M | $21.5M | 11 | 1,188 |
| Jan 2012 | $490.1M | $470M | $20M | 11 | 1,143 |
| Jul 2011 | $395.1M | $389.5M | $5.6M | -- | -- |
| Apr 2011 | $395.1M | $389.5M | $5.6M | -- | -- |
| Apr 2011 | $395.1M | $389.5M | $5.6M | -- | -- |
| Mar 2011 | $395.1M | $389.5M | $5.6M | -- | -- |
| Jan 2011 | $348.4M | $342.4M | $6M | -- | -- |
| Dec 2010 | $348.4M | $342.4M | $6M | -- | -- |
| Nov 2010 | $348.4M | $342.4M | $6M | -- | -- |
| Jun 2010 | $304.1M | $254M | $50M | -- | -- |
| Mar 2010 | $304.1M | $254M | $50M | -- | -- |
| Mar 2010 | $182.4M | $135M | $47.4M | -- | -- |
| Mar 2009 | $117.6M | $83.1M | $34.5M | -- | -- |
| Mar 2008 | $98.5M | $96.3M | $2.2M | -- | -- |
| Mar 2007 | $82.1M | $73.7M | $8.5M | -- | -- |
| Mar 2007 | $75.9M | $68.3M | $7.6M | -- | -- |
| Sep 2005 | $51.1M | $44M | $7.1M | -- | -- |
| Mar 2004 | $13.2M | $13.2M | $0 | -- | -- |
DateJul 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$43.6M
Employees53
Clients0
DateMar 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$43.6M
Employees53
Clients0
DateMar 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$43.6M
Employees53
Clients0
DateDec 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$40.9M
Employees53
Clients0
DateJun 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$40.9M
Employees53
Clients0
DateApr 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$40.9M
Employees53
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$40.9M
Employees53
Clients0
DateNov 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$32.7M
Employees59
Clients0
DateApr 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$32.7M
Employees59
Clients0
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$32.7M
Employees59
Clients0
DateSep 2022
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$36.1M
Employees61
Clients0
DateJan 2022
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$36.1M
Employees61
Clients0
DateNov 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$37.6M
Employees55
Clients0
DateSep 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$37.6M
Employees55
Clients0
DateAug 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$37.6M
Employees55
Clients0
DateApr 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$37.6M
Employees55
Clients0
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$37.6M
Employees55
Clients0
DateJan 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$39.1M
Employees57
Clients0
DateJul 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$39.1M
Employees57
Clients0
DateMay 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$39.1M
Employees57
Clients0
DateFeb 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$39.1M
Employees57
Clients0
DateNov 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$25.7M
Employees57
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$25.7M
Employees57
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$25.7M
Employees57
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$25.7M
Employees57
Clients0
DateDec 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$42.4M
Employees57
Clients1
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$42.4M
Employees57
Clients1
DateAug 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$42.4M
Employees57
Clients1
DateJul 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$42.4M
Employees57
Clients1
DateJul 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$42.4M
Employees57
Clients1
DateJun 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$42.4M
Employees57
Clients1
DateApr 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$42.4M
Employees57
Clients1
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$42.4M
Employees57
Clients1
DateDec 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$47.7M
Employees60
Clients0
DateSep 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$48.2M
Employees60
Clients3,800
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$48.2M
Employees60
Clients3,800
DateJun 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees80
Clients3,000
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees80
Clients3,000
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees80
Clients3,000
DateSep 2015
Total AUM$1.2B
Discretionary$1B
Non-Disc.$168M
Employees57
Clients2,000
DateJul 2015
Total AUM$1.2B
Discretionary$1B
Non-Disc.$168M
Employees57
Clients2,000
DateMay 2015
Total AUM$1.2B
Discretionary$1B
Non-Disc.$168M
Employees57
Clients2,000
DateMar 2015
Total AUM$1.2B
Discretionary$1B
Non-Disc.$168M
Employees57
Clients2,000
DateFeb 2015
Total AUM$941.8M
Discretionary$802.5M
Non-Disc.$139.3M
Employees47
Clients1,900
DateOct 2014
Total AUM$941.8M
Discretionary$802.5M
Non-Disc.$139.3M
Employees47
Clients1,900
DateMay 2014
Total AUM$941.8M
Discretionary$802.5M
Non-Disc.$139.3M
Employees47
Clients1,900
DateApr 2014
Total AUM$941.8M
Discretionary$802.5M
Non-Disc.$139.3M
Employees47
Clients1,900
DateMar 2014
Total AUM$941.8M
Discretionary$802.5M
Non-Disc.$139.3M
Employees47
Clients1,900
DateFeb 2014
Total AUM$813.3M
Discretionary$766M
Non-Disc.$47.3M
Employees36
Clients1,800
DateJan 2014
Total AUM$813.3M
Discretionary$766M
Non-Disc.$47.3M
Employees36
Clients1,800
DateJan 2014
Total AUM$813.3M
Discretionary$766M
Non-Disc.$47.3M
Employees36
Clients1,800
DateDec 2013
Total AUM$813.3M
Discretionary$766M
Non-Disc.$47.3M
Employees36
Clients1,800
DateDec 2013
Total AUM$813.3M
Discretionary$766M
Non-Disc.$47.3M
Employees36
Clients1,800
DateSep 2013
Total AUM$746.5M
Discretionary$706.1M
Non-Disc.$40.3M
Employees47
Clients1,700
DateJun 2013
Total AUM$746.5M
Discretionary$706.1M
Non-Disc.$40.3M
Employees46
Clients1,700
DateMar 2013
Total AUM$645.4M
Discretionary$606.7M
Non-Disc.$38.6M
Employees44
Clients1,500
DateJan 2013
Total AUM$556.1M
Discretionary$528.1M
Non-Disc.$28M
Employees41
Clients1,287
DateJan 2013
Total AUM$556.1M
Discretionary$528.1M
Non-Disc.$28M
Employees41
Clients1,287
DateOct 2012
Total AUM$556.1M
Discretionary$528.1M
Non-Disc.$28M
Employees11
Clients1,287
DateApr 2012
Total AUM$517.6M
Discretionary$496.2M
Non-Disc.$21.5M
Employees11
Clients1,188
DateJan 2012
Total AUM$490.1M
Discretionary$470M
Non-Disc.$20M
Employees11
Clients1,143
DateJul 2011
Total AUM$395.1M
Discretionary$389.5M
Non-Disc.$5.6M
Employees--
Clients--
DateApr 2011
Total AUM$395.1M
Discretionary$389.5M
Non-Disc.$5.6M
Employees--
Clients--
DateApr 2011
Total AUM$395.1M
Discretionary$389.5M
Non-Disc.$5.6M
Employees--
Clients--
DateMar 2011
Total AUM$395.1M
Discretionary$389.5M
Non-Disc.$5.6M
Employees--
Clients--
DateJan 2011
Total AUM$348.4M
Discretionary$342.4M
Non-Disc.$6M
Employees--
Clients--
DateDec 2010
Total AUM$348.4M
Discretionary$342.4M
Non-Disc.$6M
Employees--
Clients--
DateNov 2010
Total AUM$348.4M
Discretionary$342.4M
Non-Disc.$6M
Employees--
Clients--
DateJun 2010
Total AUM$304.1M
Discretionary$254M
Non-Disc.$50M
Employees--
Clients--
DateMar 2010
Total AUM$304.1M
Discretionary$254M
Non-Disc.$50M
Employees--
Clients--
DateMar 2010
Total AUM$182.4M
Discretionary$135M
Non-Disc.$47.4M
Employees--
Clients--
DateMar 2009
Total AUM$117.6M
Discretionary$83.1M
Non-Disc.$34.5M
Employees--
Clients--
DateMar 2008
Total AUM$98.5M
Discretionary$96.3M
Non-Disc.$2.2M
Employees--
Clients--
DateMar 2007
Total AUM$82.1M
Discretionary$73.7M
Non-Disc.$8.5M
Employees--
Clients--
DateMar 2007
Total AUM$75.9M
Discretionary$68.3M
Non-Disc.$7.6M
Employees--
Clients--
DateSep 2005
Total AUM$51.1M
Discretionary$44M
Non-Disc.$7.1M
Employees--
Clients--
DateMar 2004
Total AUM$13.2M
Discretionary$13.2M
Non-Disc.$0
Employees--
Clients--