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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Oct 15, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SMITH, BRUCE, JEHU | I | VICE PRESIDENT | NA | Control |
| SMITH, BRUCE, JEHU | I | VICE PRESIDENT | NA | Control |
| SMITH, BRUCE, JEHU | I | VICE PRESIDENT | NA | Control |
| SMITH, BRUCE, JEHU | I | VICE PRESIDENT | NA | Control |
| SMITH, BRUCE, JEHU | I | VICE PRESIDENT | NA | Control |
| SMITH, BRUCE, JEHU | I | VICE PRESIDENT | NA | Control |
| SMITH, BRUCE, JEHU | I | VICE PRESIDENT | NA | Control |
| SMITH, BRUCE, JEHU | I | VICE PRESIDENT | NA | Control |
| SMITH, BRUCE, JEHU | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, BRUCE, JEHU | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, BRUCE, JEHU | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, BRUCE, JEHU | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, BRUCE, JEHU | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, BRUCE, JEHU | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, BRUCE, JEHU | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, BRUCE, JEHU | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 15, 2025 REGISTERED
Notice Filings (4)
FL MD PA WA
Address
11898 ARROWHEAD WAYMOUNT UNION, PA 17066
United States
Phone: 814-542-5433