# Wealthmd Corporation

> Wealthmd Corporation is an SEC-registered investment advisory firm in Louisville, KY, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 140498
- Filed as: WEALTHMD CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140498
- AdvisorCensus page: https://advisorcensus.com/firm/wealthmd-corporation-louisville-ky-140498

## Quick answers

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

**Where is Wealthmd Corporation located?**
Wealthmd Corporation's principal office is in Louisville, KY, according to its Form ADV.

**Is Wealthmd Corporation registered with the SEC or a state?**
Wealthmd Corporation is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 140498.

**How much does Wealthmd Corporation manage?**
Wealthmd Corporation reports $250,521,809 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Wealthmd Corporation's assets and staff changed since 2021?**
In the Form ADV data for Wealthmd Corporation: Regulatory assets under management: $174,068,293 in the October 2021 data and $250,521,809 in the October 2026 data, up 44%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthmd Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,031); high net worth individuals (30).

**Which custodians does Wealthmd Corporation use?**
Wealthmd Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Wealthmd Corporation 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/140498

**Does Wealthmd Corporation state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "We do not impose a minimum portfolio size or a minimum annual fee."

**What changed in Wealthmd Corporation's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $212,874,295 to $250,521,809 (+18%).

## 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 March 30, 2026)

- Account minimum: None

> We do not impose a minimum portfolio size or a minimum annual fee.

- Minimum annual fee: None

> We do not impose a minimum portfolio size or a minimum annual fee.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- TIAA-CREF Individual & Institutional 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: $250,521,809
- Discretionary: $250,521,809
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,031 | $186,663,191 |
| High net worth individuals | 30 | $63,858,618 |
| 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 | 0 | $0 |

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

### Firm details
- Registered since: 2014 (11 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, KY, LA, OH, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthmd.net
- Facebook @Wealth-MD
- Instagram @wealthmd_retirern
- LinkedIn @wealthmdretirern
- YouTube @UC9sz-B5qnf3bzdm9z8wCdpQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $174,068,293 | 3 | March 31, 2021 |
| October 2022 | $200,123,872 | 3 | March 10, 2022 |
| October 2023 | $160,200,135 | 3 | March 1, 2023 |
| October 2024 | $190,070,876 | 3 | February 28, 2024 |
| October 2025 | $212,874,295 | 4 | July 3, 2025 |
| October 2026 | $250,521,809 | 4 | March 30, 2026 |

Regulatory assets under management: $174,068,293 in the October 2021 data and $250,521,809 in the October 2026 data, up 44%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $212,874,295 to $250,521,809 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthmd Corporation (CRD 140498): Form ADV filing data as of October 2026.