WEALTHCARE ASSET MANAGEMENT, LLC
C47
CRD 170382·SEC 801-129104·SPRINGFIELD, MO
AUM
$210.8M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$632K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 544 |
| Individuals High Net Worth | 42 |
| Pension Profit Sharing Plans | 11 |
| Charitable Organizations | 4 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'25 · 6 advisors
'26 · 5 advisors
'25'26
6 advisors → 5 advisors▼ -17%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2847 S INGRAM MILL SUITE B102SPRINGFIELD, MO 65804
Business
2847 S INGRAM MILL SUITE B102SPRINGFIELD, MO 65804
Edgar Recent Filings
13F-HR2026-04-30 · 0002034181-26-000002
13F-HR2026-02-17 · 0002034181-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited