Wealthmd Corporation
Wealthmd Corporation is an SEC-registered mass-market adviser in Louisville, KY with $250.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Wealthmd Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140498, SEC 801-80639, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $250.5M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Louisville, KY
- Employees
- 4
- Clients
- 1,061
- CRD
- 140498
- Ownership
- SALLEE, PHILIP, PARRISH; HAINES, NICOLE, TICE; TICE, NICOLE, MARIE
How much AUM does Wealthmd Corporation have?
Wealthmd Corporation reported $250.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Wealthmd Corporation?
Disclosed owners and executives of Wealthmd Corporation include SALLEE, PHILIP, PARRISH, HAINES, NICOLE, TICE, TICE, NICOLE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.