# Wealthkare.com, Inc. > Wealthkare.com, Inc. is an SEC-registered investment advisory firm in Mount Union, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026. - CRD: 115111 - Filed as: WEALTHKARE.COM, INC. - Also doing business as: THE WEALTHKARE INVESTMENT CENTER - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Mount Union, PA - Filing period: October 2026 - Form ADV filing dated: July 31, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115111 - AdvisorCensus page: https://advisorcensus.com/firm/wealthkare-com-inc-mount-union-pa-115111 ## Quick answers **How is Wealthkare.com, Inc. compensated?** On its Form ADV (Item 5.E, October 2026), Wealthkare.com, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); other. **How much does Wealthkare.com, Inc. charge?** Its Form ADV Part 2A brochure dated July 31, 2026 states: Asset-based fee: up to 2.25% of assets a year (the maximum the brochure states); Flat fee: $2,500 to $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Wealthkare.com, Inc. located?** Wealthkare.com, Inc.'s principal office is in Mount Union, PA, according to its Form ADV; the August 2026 filing also lists 4 other offices (Schedule D, Section 1.F). **Is Wealthkare.com, Inc. registered with the SEC or a state?** Wealthkare.com, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 115111. **How much does Wealthkare.com, Inc. manage?** Wealthkare.com, Inc. reports $136,653,708 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (77% discretionary). **How have Wealthkare.com, Inc.'s assets and staff changed since 2025?** In the Form ADV data for Wealthkare.com, Inc.: Regulatory assets under management: $119,072,269 in the October 2025 data and $136,653,708 in the October 2026 data, up 15%. Total employees: 6 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Wealthkare.com, Inc. serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (282); high net worth individuals (88); corporations or other businesses not listed above (5). **Which custodians does Wealthkare.com, Inc. use?** Wealthkare.com, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Investments as custodians holding 10% or more of its separately managed account assets. **Does Wealthkare.com, Inc. 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/115111 **Does Wealthkare.com, Inc. state an account minimum?** Its Form ADV Part 2A brochure dated July 31, 2026 says: "WealthKare generally requires a minimum account size of $500,000. WealthKare has the discretion to waive or lower this minimum." **What changed in Wealthkare.com, Inc.'s recent Form ADV filings?** In the February 2026 filing data: Employees performing advisory functions went from 6 to 7. Added an office in Summerfield, FL. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Subscription fees (for a newsletter or periodical) - Fixed fees (other than subscription fees) - Other ### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026) - Asset-based fee: up to 2.25% of assets a year (the maximum the brochure states) > The annual fee is negotiable, Investment Advisory Fees will be no more than 2.25%, alternatively, WealthKare may instead charge a flat fee not to exceed the 2.25%. - Account minimum: $500,000 (the brochure says it may be waived or negotiated) > WealthKare generally requires a minimum account size of $500,000. WealthKare has the discretion to waive or lower this minimum. - Flat fee: $2,500 to $10,000 (financial planning and consulting services) > WealthKare charged a fixed fee between $2,500 and $10,000 for financial planning and consulting services based on complexity and unique client needs. 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 Investments 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: $136,653,708 - Discretionary: $105,358,195 - Non-discretionary: $31,295,513 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 282 | $50,673,845 | | High net worth individuals | 88 | $85,895,701 | | 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) | 0 | $0 | | 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 | 5 | $84,162 | | 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 - Selection of other advisers (including private fund managers) - Publication of periodicals or newsletters - Educational seminars/workshops ### Firm details - Registered since: 2024 (1 year) - Employees: 7 total, 7 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, MD, PA, WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the August 2026 filing - Camp Hill, PA - Hollidaysburg, PA - State College, PA - Summerfield, FL ### Websites listed on Form ADV (Item 1.I) - howwehelpclients.com/wealthkare - mastersclassguide.azurewebsites.net/unlockyourretirement/our-gift-to-you - myfiveminute.azurewebsites.net/quiz/SelectQuiz/brucesmith - myvaluableresources.com/all/unlockyourretirement - ourgifttoretirees.com/6250 - s.unlockyourretirement.com/s/unlock1 - unlock.timetap.com - unlockretirement.seminarsoncall.com - unlockretirement.seminarsoncall.com/seminar/charitable-giving - unlockretirement.seminarsoncall.com/seminar/college-planning - unlockretirement.seminarsoncall.com/seminar/employee-benefits - unlockretirement.seminarsoncall.com/seminar/estate-planning - unlockretirement.seminarsoncall.com/seminar/federal-employees - unlockretirement.seminarsoncall.com/seminar/guaranteed-income-for-life - unlockretirement.seminarsoncall.com/seminar/how-to-maximize-social-security-v2 - unlockretirement.seminarsoncall.com/seminar/life-after-divorce - unlockretirement.seminarsoncall.com/seminar/life-insurance - unlockretirement.seminarsoncall.com/seminar/long-term-care-insurance - unlockretirement.seminarsoncall.com/seminar/managed-money - unlockretirement.seminarsoncall.com/seminar/medicare-and-you - unlockretirement.seminarsoncall.com/seminar/millennials-and-money - unlockretirement.seminarsoncall.com/seminar/retirement-planning - unlockretirement.seminarsoncall.com/seminar/second-opinion - unlockretirement.seminarsoncall.com/seminar/tax-free-retirement - unlockretirement.seminarsoncall.com/seminar/tax-reduction - unlockretirement.seminarsoncall.com/seminar/widows-and-wealth - unlockretirement.seminarsoncall.com/seminar/women-and-wealth - unlockyourretirement.reinventingretirementebook.com - unlockyourretirement.seminarsoncall.com - wealthkare.com - wealthkare.wufoo.com/forms/z1gpbpwx1adw5jd - whyclientschooseus.com/wealthkare ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2025 | $119,072,269 | 6 | July 23, 2025 | | October 2026 | $136,653,708 | 7 | July 31, 2026 | Regulatory assets under management: $119,072,269 in the October 2025 data and $136,653,708 in the October 2026 data, up 15%. Total employees: 6 in October 2025 and 7 in October 2026. ## Changes in the filing (last 12 months) ### February 2026 - Employees performing advisory functions went from 6 to 7. - Added an office in Summerfield, FL. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthkare.com, Inc. (CRD 115111): Form ADV filing data as of October 2026.