WEALTHKARE.COM, INC.
CRD #115111 SEC #801-131322 MOUNT UNION, PA 814-542-5433
SEC Registered
Total AUM
$119.1M
Discretionary
$92.9M
Employees
6
Clients
11
Accounts
685
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $119.1M | $92.9M | $26.2M | 6 | 10 |
| Jul 2025 | $119.1M | $92.9M | $26.2M | 6 | 10 |
| Apr 2025 | $106.2M | $82.1M | $24.1M | 6 | 10 |
| Oct 2024 | $106.2M | $82.1M | $24.1M | 6 | 10 |
| Oct 2024 | $106.2M | $82.1M | $24.1M | 6 | 10 |
| Oct 2024 | $104.3M | $80.7M | $23.6M | 6 | 59 |
| Sep 2024 | $104.3M | $80.7M | $23.6M | 6 | 59 |
DateOct 2025
Total AUM$119.1M
Discretionary$92.9M
Non-Disc.$26.2M
Employees6
Clients10
DateJul 2025
Total AUM$119.1M
Discretionary$92.9M
Non-Disc.$26.2M
Employees6
Clients10
DateApr 2025
Total AUM$106.2M
Discretionary$82.1M
Non-Disc.$24.1M
Employees6
Clients10
DateOct 2024
Total AUM$106.2M
Discretionary$82.1M
Non-Disc.$24.1M
Employees6
Clients10
DateOct 2024
Total AUM$106.2M
Discretionary$82.1M
Non-Disc.$24.1M
Employees6
Clients10
DateOct 2024
Total AUM$104.3M
Discretionary$80.7M
Non-Disc.$23.6M
Employees6
Clients59
DateSep 2024
Total AUM$104.3M
Discretionary$80.7M
Non-Disc.$23.6M
Employees6
Clients59