# Wealth Care LLC

> Wealth Care LLC is an SEC-registered investment advisory firm, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 125799
- Filed as: WEALTH CARE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125799
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-care-llc-125799

## Quick answers

**How is Wealth Care LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Care LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wealth Care LLC registered with the SEC or a state?**
Wealth Care LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 125799.

**How much does Wealth Care LLC manage?**
Wealth Care LLC reports $668,598,634 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Wealth Care LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealth Care LLC: Regulatory assets under management: $440,108,000 in the October 2021 data and $668,598,634 in the October 2026 data, up 52%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Care LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (125); individuals (other than high net worth individuals) (86); pension and profit sharing plans (but not the plan participants or government pension plans) (25).

**Which custodians does Wealth Care LLC use?**
Wealth Care LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Care LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125799

**What changed in Wealth Care LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $577,906,054 to $668,598,634 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $668,598,634
- Discretionary: $668,598,634
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $73,545,849 |
| High net worth individuals | 125 | $562,536,785 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 25 | $32,516,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Austin, TX
- Cocoa Beach, FL

### Websites listed on Form ADV (Item 1.I)
- wealthcarellc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $440,108,000 | 3 | February 2, 2021 |
| October 2022 | $521,407,210 | 3 | March 15, 2022 |
| October 2023 | $478,980,200 | 3 | March 17, 2023 |
| October 2024 | $515,757,510 | 3 | March 29, 2024 |
| October 2025 | $577,906,054 | 3 | March 18, 2025 |
| October 2026 | $668,598,634 | 3 | March 3, 2026 |

Regulatory assets under management: $440,108,000 in the October 2021 data and $668,598,634 in the October 2026 data, up 52%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $577,906,054 to $668,598,634 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Care LLC (CRD 125799): Form ADV filing data as of October 2026.