# Wealthcare Asset Management, LLC

> Wealthcare Asset Management, LLC is an SEC-registered investment advisory firm in Springfield, MO, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 170382
- Filed as: WEALTHCARE ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Springfield, MO
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170382
- AdvisorCensus page: https://advisorcensus.com/firm/wealthcare-asset-management-llc-springfield-mo-170382

## Quick answers

**How is Wealthcare Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthcare Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Wealthcare Asset Management, LLC located?**
Wealthcare Asset Management, LLC's principal office is in Springfield, MO, according to its Form ADV.

**Is Wealthcare Asset Management, LLC registered with the SEC or a state?**
Wealthcare Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 170382.

**How much does Wealthcare Asset Management, LLC manage?**
Wealthcare Asset Management, LLC reports $210,769,606 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Wealthcare Asset Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Wealthcare Asset Management, LLC: Regulatory assets under management: $131,496,889 in the October 2024 data and $210,769,606 in the October 2026 data, up 60%. Total employees: 3 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthcare Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (544); high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Wealthcare Asset Management, LLC use?**
Wealthcare Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Distributors Company LLC and SEI as custodians holding 10% or more of its separately managed account assets.

**Does Wealthcare Asset 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/170382

**Does Wealthcare Asset Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 28, 2026 says: "WealthCare requires a minimum investment amount of $ 500,000 to establish accounts, although exceptions may be granted."

**What changed in Wealthcare Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 28, 2026)

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

> WealthCare requires a minimum investment amount of $ 500,000 to establish accounts, although exceptions may be granted.

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.
- Fidelity Distributors Company LLC
- SEI

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: $210,769,606
- Discretionary: $210,769,606
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 544 | $108,417,535 |
| High net worth individuals | 42 | $92,449,993 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $8,265,852 |
| Charitable organizations | 4 | $163,355 |
| Corporations or other businesses not listed above | 2 | $1,472,871 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, IL, KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthcarecorp.com
- Facebook facebook.com
- Instagram @wealthcarecorp
- LinkedIn @wealthcarecorporation
- TikTok @watts.on.wealth
- YouTube @WattsOnWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $131,496,889 | 3 | September 11, 2024 |
| October 2025 | $161,175,824 | 5 | May 28, 2025 |
| October 2026 | $210,769,606 | 6 | April 28, 2026 |

Regulatory assets under management: $131,496,889 in the October 2024 data and $210,769,606 in the October 2026 data, up 60%.
Total employees: 3 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.

### March 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(4)).
- Regulatory assets under management went from $161,175,824 to $197,494,864 (+23%).

### December 2025
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthcare Asset Management, LLC (CRD 170382): Form ADV filing data as of October 2026.