SourcingSourcing

WEALTHKARE.COM, INC.

A66
CRD 115111·SEC 801-131322·MOUNT UNION, PA
AUM
$125.7M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$377K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTHKARE.COM, INC.
CRD
115111
SEC file #
801-131322
EIN
—
DBA names
—

Economics

AUM
$125.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$119.1M → $125.7M▲ +6%
Client mix
Individuals Other499
Individuals High Net Worth234
Corporations5

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
6 advisors → 7 advisors▲ +17%
Primary office
MOUNT UNION PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
unlockretirement.seminarsoncall.com/seminar/employee-benefits

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMITH, BRUCE, JEHU
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SMITH, BRUCE, JEHU
SMITH, BRUCE, JEHU
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1073
Soi Zip Pct 200k Plus
0.0129
Soi Zip Returns 200k Plus
30
Soi Zip Total AGI
115,041
Fdic Zip Total Deposits
2,464,876,000
Fdic Zip Branch Count
119
Fdic Zip Top Banks
Community State Bank of Orbisonia
First National Bank of Pennsylvania

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Shareholders Service Group1
Fdic Zip Branches Raw
Community State Bank of OrbisoniaMount Union, PA
Mifflin County Savings BankMount Union, PA
Fdic Zip HHI
1784.86
Fdic Zip Top Bank Share Pct
36.39
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI9,527
Returns790
Stub 2
AGI24,259
Returns650
Stub 3
AGI24,573
Returns410
Soi Zip Total Business Income
2049
Soi Zip Total Cap Gains
2,209
Soi Zip Total Dividends
512
Soi Zip Total Returns
2,330
Top Owner CRD
1639467
Trust Company Affiliate
No

People (8)

8
SMITH, BRUCE, JEHU
IAR · Direct Owner · 87.5%
1639467
SMITH, BRUCE, JEHU
IAR · Executive Officer · 2.5%
4621620
ANTHONY JOSEPH BRONG
IAR
2294299
Cinnamon Ann Colony-Chatman
IAR
6928604
CHRISTOPHER JAY HEASTER
IAR
4976032
NATHAN JOHN CHATMAN
IAR
4424785
Elijah Charles Attlesperger
IAR
8212321
EMILY JANE BUSHONG
IAR
4550129