Adviser Profile
| As of Date | 10/20/2024 |
| Registration status | Registration Changed to WEALTHKARE.COM, INC. |
| ADV Location | MOUNT UNION, PA, United States |
| Contact Info | 814 xxxxxxx |
| Websites |
| AUM* | 104,320,000 41% |
| of that, discretionary | 80,740,000 34% |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 159,755 31% |
| % High Net Worth | 19.17% 122% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds