Wealthbridge Capital Management, LLC
Wealthbridge Capital Management, LLC is an SEC-registered wealth manager in Westerville, OH with $709.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Wealthbridge Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298254, SEC 801-113924, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $709.7M (2026-05-27)
- Firm type
- Wealth Manager
- Location
- Westerville, OH
- Employees
- 7
- Clients
- 457
- CRD
- 298254
- Ownership
- DUNLAP, RYAN, MATTHEW; FAULKNER, ROBERT, WILLIAM
How much AUM does Wealthbridge Capital Management, LLC have?
Wealthbridge Capital Management, LLC reported $709.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Wealthbridge Capital Management, LLC?
Disclosed owners and executives of Wealthbridge Capital Management, LLC include DUNLAP, RYAN, MATTHEW, FAULKNER, ROBERT, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.