WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
CRD #298254 SEC #801-113924 WESTERVILLE, OH (614) 591-4515
SEC Registered
Total AUM
$599M
Discretionary
$599M
Employees
7
Clients
101
Accounts
1,805
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $599M | $599M | $0 | 7 | 0 |
| Feb 2025 | $599M | $599M | $0 | 7 | 0 |
| Feb 2025 | $599M | $599M | $0 | 7 | 0 |
| Oct 2024 | $467.8M | $467.8M | $0 | 4 | 0 |
| Jul 2024 | $467.8M | $467.8M | $0 | 4 | 0 |
| Jan 2024 | $467.8M | $467.8M | $0 | 4 | 0 |
| Jan 2024 | $410.6M | $410.6M | $0 | 6 | 0 |
| Mar 2023 | $410.6M | $410.6M | $0 | 6 | 0 |
| Aug 2022 | $498.6M | $498.6M | $0 | 6 | 0 |
| Mar 2022 | $498.6M | $498.6M | $0 | 6 | 0 |
| Feb 2022 | $450.8M | $450.8M | $0 | 7 | 0 |
| Mar 2021 | $450.8M | $450.8M | $0 | 7 | 0 |
| Dec 2020 | $387.3M | $387.3M | $0 | 7 | 0 |
| Jun 2020 | $387.3M | $387.3M | $0 | 7 | 0 |
| Mar 2020 | $387.3M | $387.3M | $0 | 7 | 0 |
| Feb 2020 | $296.6M | $267M | $29.6M | 6 | 0 |
| Jun 2019 | $296.6M | $267M | $29.6M | 6 | 0 |
| Mar 2019 | $296.6M | $267M | $29.6M | 6 | 0 |
| Mar 2019 | $296.6M | $267M | $29.6M | 6 | 0 |
| Dec 2018 | $299M | $299M | $0 | 5 | 0 |
| Nov 2018 | $0 | $0 | $0 | 5 | 0 |
| Nov 2018 | $0 | $0 | $0 | 5 | 0 |
| Aug 2018 | $0 | $0 | $0 | 5 | 0 |
| Aug 2018 | $0 | $0 | $0 | 5 | 0 |
| Aug 2018 | $0 | $0 | $0 | 5 | 0 |
DateAug 2025
Total AUM$599M
Discretionary$599M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$599M
Discretionary$599M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$599M
Discretionary$599M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$467.8M
Discretionary$467.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$467.8M
Discretionary$467.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$467.8M
Discretionary$467.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$410.6M
Discretionary$410.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$410.6M
Discretionary$410.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$498.6M
Discretionary$498.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$498.6M
Discretionary$498.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$450.8M
Discretionary$450.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$450.8M
Discretionary$450.8M
Non-Disc.$0
Employees7
Clients0
DateDec 2020
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$387.3M
Discretionary$387.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$296.6M
Discretionary$267M
Non-Disc.$29.6M
Employees6
Clients0
DateJun 2019
Total AUM$296.6M
Discretionary$267M
Non-Disc.$29.6M
Employees6
Clients0
DateMar 2019
Total AUM$296.6M
Discretionary$267M
Non-Disc.$29.6M
Employees6
Clients0
DateMar 2019
Total AUM$296.6M
Discretionary$267M
Non-Disc.$29.6M
Employees6
Clients0
DateDec 2018
Total AUM$299M
Discretionary$299M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0