# Wealthbridge Capital Management, LLC

> Wealthbridge Capital Management, LLC is an SEC-registered investment advisory firm in Westerville, OH, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 298254
- Filed as: WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
- Also doing business as: FIDUCIARY PLANNING INSTITUTE, GIRDER FINANCIAL, NOVEL DIVORCE FINANCIAL SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westerville, OH
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298254
- AdvisorCensus page: https://advisorcensus.com/firm/wealthbridge-capital-management-llc-westerville-oh-298254

## Quick answers

**How is Wealthbridge Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthbridge Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Wealthbridge Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated August 3, 2026 states: Hourly rate: $300 an hour (divorce financial analysis services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealthbridge Capital Management, LLC located?**
Wealthbridge Capital Management, LLC's principal office is in Westerville, OH, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealthbridge Capital Management, LLC registered with the SEC or a state?**
Wealthbridge Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298254.

**How much does Wealthbridge Capital Management, LLC manage?**
Wealthbridge Capital Management, LLC reports $709,717,823 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**How have Wealthbridge Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthbridge Capital Management, LLC: Regulatory assets under management: $450,804,873 in the October 2021 data and $709,717,823 in the October 2026 data, up 57%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthbridge Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (309); high net worth individuals (148).

**Which custodians does Wealthbridge Capital Management, LLC use?**
Wealthbridge Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthbridge Capital Management, 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/298254

**Does Wealthbridge Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 3, 2026 says: "WealthBridge Capital generally requires a minimum household relationship size of $500,000, but may accept clients with smaller amounts at the sole discretion of the Advisor."

**What changed in Wealthbridge Capital Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Added the business name Novel Divorce Financial Solutions. Registered or notice-filed in NH.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> WealthBridge Capital generally requires a minimum household relationship size of $500,000, but may accept clients with smaller amounts at the sole discretion of the Advisor.

- Hourly rate: $300 an hour (divorce financial analysis services)

> Divorce Financial Analysis WealthBridge Capital d/b/a Novel Divorce Financial Solutions generally provides divorce financial analysis services at an hourly rate of $300.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $709,717,823
- Discretionary: $709,717,823
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 309 | $218,763,884 |
| High net worth individuals | 148 | $490,953,939 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, LA, MI, NH, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Englewood, FL

### Websites listed on Form ADV (Item 1.I)
- wealthbridgecm.com
- Facebook @WealthBridgeCM
- LinkedIn @wealthbridge-capital-management
- X @wealthbridgecm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $450,804,873 | 7 | March 15, 2021 |
| October 2022 | $498,629,213 | 6 | August 30, 2022 |
| October 2023 | $410,562,249 | 6 | March 7, 2023 |
| October 2024 | $467,791,332 | 4 | July 18, 2024 |
| October 2025 | $599,021,878 | 7 | February 21, 2025 |
| October 2026 | $709,717,823 | 7 | August 3, 2026 |

Regulatory assets under management: $450,804,873 in the October 2021 data and $709,717,823 in the October 2026 data, up 57%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added the business name Novel Divorce Financial Solutions.
- Registered or notice-filed in NH.

### April 2026
- Regulatory assets under management went from $599,021,878 to $709,717,823 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthbridge Capital Management, LLC (CRD 298254): Form ADV filing data as of October 2026.