Wealth Care LLC
Wealth Care LLC is an SEC-registered wealth manager with $668.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Wealth Care LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125799, SEC 801-67132, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $668.6M (2026-03-03)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 236
- CRD
- 125799
- Ownership
- PODNOS, STEPHEN, DANIEL; PODNOS, RACHEL, ESTHER; PODNOS, LAUREN, MICHELLE; O'LEARY, RACHEL, PODNOS
How much AUM does Wealth Care LLC have?
Wealth Care LLC reported $668.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Wealth Care LLC?
Disclosed owners and executives of Wealth Care LLC include PODNOS, STEPHEN, DANIEL, PODNOS, RACHEL, ESTHER, PODNOS, LAUREN, MICHELLE, O'LEARY, RACHEL, PODNOS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.