WEALTHCARE CAPITAL MANAGEMENT LLC

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Wealthcare Capital Management is based out of Richmond. Wealthcare Capital Management is a large advisory firm with 3354 clients and discretionary assets under management (AUM) of $1,698,991,598 (Form ADV from 2020-07-16). Their last reported 13F filing for Q2 2020 included $821,538,000 in managed 13F securities and a top 10 holdings concentration of 94.99%. Wealthcare Capital Management's largest holding is Vanguard Total Stock Market ETF with shares held of 2,272,682. Wealthcare Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 50 13F filings

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06/30/2020

13F Activity

  • Market Value $821.538 Million
  • Prior Market Value $742.859 Million
  • New Purchases1 stock
  • Additional Purchases29 stocks
  • Sold out of226 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 94.99 %
  • Turnover % [1]:428.30%
  • Turnover Alt % [2]: 9.05 %
  • Time Held Top20:9.55 quarters
  • Time Held Top10:9.00 quarters
  • Time Held All:12.79 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 13.01%
Performance Last 4 Quarters: 5.28%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WEALTHCARE CAPITAL MANAGEMENT LLC
2 JAMES CENTER 1021 EAST CARY STREET, #1120
RICHMOND VA    23219
Country: United States

Business Phone: 804-644-4711
Fax: 804-644-4759
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 57
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 126,182,000
Total Number of Clients: 3354
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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WEALTHCARE CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-05-23
Name Title Start Date Direct/Indirect % Ownership
REGAN, MATTHEW, THOMAS PRESIDENT 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2018-08-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT direct 2018-08-01
MADEY, RONALD, ELIOT CHIEF INVESTMENT OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUNGARD ADVISOR TECHNOLOGIES, INC. CHIEF INVESTMENT OFFICER direct 2007-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT/ CHIEF INVESTMENT OFFICER direct 2014-03-01
SIGHTLINE INVESTMENTS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
SIGHTLINE INVESTMENTS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
WEALTHCARE ADVISORY PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2016-06-01
DuBrueler, Justin CHIEF FINANCIAL OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER direct 2014-09-01
FINANCEWARE LLC MEMBER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01
VMS INTERMEDIATE INC. MEMBER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
DIBERARDINO, STEVEN, F CHIEF COMPLIANCE OFFICER 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2020-01-01
WEALTHCARE ADVISORY PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2020-01-01
FINANCEWARE HOLDINGS LLC F/K/A WEALTHCARE HOLDINGS LLC MANAGER AND SOLE MEMBER FINANCEWARE LLC 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT, INC. SHAREHOLDER OF WEALTHCARE SUB HOLDINGS INC. indirect 2013-12-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER direct 2014-06-01
WEALTHCARE ADVISORS, LLC INVESTOR direct 2014-06-01
FINANCEWARE LLC SHAREHOLDER VMS INTERMEDIATE INC. 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01

WEALTH CARE LLC

ownership team - last updated 2020-05-20
Name Title Start Date Direct/Indirect % Ownership
PODNOS, STEPHEN, DANIEL MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTH CARE LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2003-05-01

WEALTH CARE LLC

ownership team - last updated 2020-03-10
Name Title Start Date Direct/Indirect % Ownership

WEALTHCARE CAPITAL MANAGEMENT LLC

ownership team - last updated 2020-02-03
Name Title Start Date Direct/Indirect % Ownership

WEALTHCARE CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-11-26
Name Title Start Date Direct/Indirect % Ownership
MADEY, RONALD, ELIOT CHIEF INVESTMENT OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUNGARD ADVISOR TECHNOLOGIES, INC. CHIEF INVESTMENT OFFICER direct 2007-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT/ CHIEF INVESTMENT OFFICER direct 2014-03-01
SIGHTLINE INVESTMENTS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
SIGHTLINE INVESTMENTS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
WEALTHCARE ADVISORY PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2016-06-01
WEIBERG, BRANDY, NELSON CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
DuBrueler, Justin CHIEF FINANCIAL OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER direct 2014-09-01
FINANCEWARE LLC MEMBER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01
VMS INTERMEDIATE INC. MEMBER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
REGAN, MATTHEW, THOMAS PRESIDENT 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2018-08-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT direct 2018-08-01
FINANCEWARE HOLDINGS LLC F/K/A WEALTHCARE HOLDINGS LLC MANAGER AND SOLE MEMBER FINANCEWARE LLC 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT, INC. SHAREHOLDER OF WEALTHCARE SUB HOLDINGS INC. indirect 2013-12-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER direct 2014-06-01
WEALTHCARE ADVISORS, LLC INVESTOR direct 2014-06-01
FINANCEWARE LLC SHAREHOLDER VMS INTERMEDIATE INC. 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01

WEALTHCARE CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-05-09
Name Title Start Date Direct/Indirect % Ownership
MADEY, RONALD, ELIOT CHIEF INVESTMENT OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUNGARD ADVISOR TECHNOLOGIES, INC. CHIEF INVESTMENT OFFICER direct 2007-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT/ CHIEF INVESTMENT OFFICER direct 2014-03-01
SIGHTLINE INVESTMENTS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
SIGHTLINE INVESTMENTS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
WEALTHCARE ADVISORY PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2016-06-01
WEIBERG, BRANDY, NELSON CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
DuBrueler, Justin CHIEF FINANCIAL OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER direct 2014-09-01
FINANCEWARE LLC MEMBER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01
VMS INTERMEDIATE INC. MEMBER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
REGAN, MATTHEW, THOMAS PRESIDENT 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2018-08-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT direct 2018-08-01
FINANCEWARE HOLDINGS LLC F/K/A WEALTHCARE HOLDINGS LLC MANAGER AND SOLE MEMBER FINANCEWARE LLC 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT, INC. SHAREHOLDER OF WEALTHCARE SUB HOLDINGS INC. indirect 2013-12-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER direct 2014-06-01
WEALTHCARE ADVISORS, LLC INVESTOR direct 2014-06-01
FINANCEWARE LLC SHAREHOLDER VMS INTERMEDIATE INC. 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01

WEALTHCARE CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-03-24
Name Title Start Date Direct/Indirect % Ownership
MADEY, RONALD, ELIOT CHIEF INVESTMENT OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUNGARD ADVISOR TECHNOLOGIES, INC. CHIEF INVESTMENT OFFICER direct 2007-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT/ CHIEF INVESTMENT OFFICER direct 2014-03-01
SIGHTLINE INVESTMENTS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
SIGHTLINE INVESTMENTS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
WEALTHCARE ADVISORY PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2016-06-01
WEIBERG, BRANDY, NELSON CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
DuBrueler, Justin CHIEF FINANCIAL OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER direct 2014-09-01
FINANCEWARE LLC MEMBER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01
VMS INTERMEDIATE INC. MEMBER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
REGAN, MATTHEW, THOMAS PRESIDENT 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2018-08-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT direct 2018-08-01
FINANCEWARE HOLDINGS LLC F/K/A WEALTHCARE HOLDINGS LLC MANAGER AND SOLE MEMBER FINANCEWARE LLC 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT, INC. SHAREHOLDER OF WEALTHCARE SUB HOLDINGS INC. indirect 2013-12-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER direct 2014-06-01
WEALTHCARE ADVISORS, LLC INVESTOR direct 2014-06-01
FINANCEWARE LLC SHAREHOLDER VMS INTERMEDIATE INC. 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01

WEALTH CARE LLC

ownership team - last updated 2019-03-13
Name Title Start Date Direct/Indirect % Ownership
PODNOS, STEPHEN, DANIEL MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTH CARE LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2003-05-01

WEALTHCARE CAPITAL MANAGEMENT LLC

ownership team - last updated 2018-12-16
Name Title Start Date Direct/Indirect % Ownership
DuBrueler, Justin CHIEF FINANCIAL OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER direct 2014-09-01
MADEY, RONALD, ELIOT CHIEF INVESTMENT OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUNGARD ADVISOR TECHNOLOGIES, INC. CHIEF INVESTMENT OFFICER direct 2007-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT/ CHIEF INVESTMENT OFFICER direct 2014-03-01
SIGHTLINE INVESTMENTS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
SIGHTLINE INVESTMENTS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
WEALTHCARE ADVISORY PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2016-06-01
WEIBERG, BRANDY, NELSON CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
FINANCEWARE LLC MEMBER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01
VMS INTERMEDIATE INC. MEMBER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
REGAN, MATTHEW, THOMAS PRESIDENT 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2018-08-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT direct 2018-08-01
FINANCEWARE HOLDINGS LLC F/K/A WEALTHCARE HOLDINGS LLC MANAGER AND SOLE MEMBER FINANCEWARE LLC 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT, INC. SHAREHOLDER OF WEALTHCARE SUB HOLDINGS INC. indirect 2013-12-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER direct 2014-06-01
WEALTHCARE ADVISORS, LLC INVESTOR direct 2014-06-01
FINANCEWARE LLC SHAREHOLDER VMS INTERMEDIATE INC. 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01

WEALTH CARE LLC

ownership team - last updated 2018-10-23
Name Title Start Date Direct/Indirect % Ownership
PODNOS, STEPHEN, DANIEL MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTH CARE LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2003-05-01

WEALTHCARE CAPITAL MANAGEMENT LLC

ownership team - last updated 2018-06-11
Name Title Start Date Direct/Indirect % Ownership
MADEY, RONALD, ELIOT CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER 04/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUNGARD ADVISOR TECHNOLOGIES, INC. CHIEF INVESTMENT OFFICER direct 2007-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2014-03-01
WEALTHCARE CAPITAL MANAGEMENT LLC PRESIDENT/ CHIEF INVESTMENT OFFICER direct 2014-03-01
SIGHTLINE INVESTMENTS, LLC PRINCIPAL AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
SIGHTLINE INVESTMENTS, LLC MEMBER AND CHIEF COMPLIANCE OFFICER direct 2010-05-01
WEALTHCARE ADVISORY PARTNERS LLC CHIEF COMPLIANCE OFFICER direct 2014-07-01
WEALTHCARE ADVISORY PARTNERS LLC PRESIDENT direct 2016-06-01
WEIBERG, BRANDY, NELSON CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
DuBrueler, Justin CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER direct 2014-09-01
FINANCEWARE LLC MEMBER 04/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01
VMS INTERMEDIATE INC. MEMBER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
FINANCEWARE HOLDINGS LLC F/K/A WEALTHCARE HOLDINGS LLC MANAGER AND SOLE MEMBER FINANCEWARE LLC 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT, INC. SHAREHOLDER OF WEALTHCARE SUB HOLDINGS INC. indirect 2013-12-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER direct 2014-06-01
WEALTHCARE ADVISORS, LLC INVESTOR direct 2014-06-01
FINANCEWARE LLC SHAREHOLDER VMS INTERMEDIATE INC. 04/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
WEALTHCARE CAPITAL MANAGEMENT LLC MEMBER direct 2018-04-01
WEALTHCARE ADVISORY PARTNERS LLC MANAGING MEMBER AND SOLE MEMBER direct 2018-04-01
WEALTHCARE CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 2018-04-01
GDX ADVISORY PARTNERS LLC MANAGING MEMBER direct 2018-04-01

WEALTH CARE LLC

ownership team - last updated 2018-04-18
Name Title Start Date Direct/Indirect % Ownership
PODNOS, STEPHEN, DANIEL MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 05/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTH CARE LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2003-05-01
PODNOS, RACHEL, ESTHER CONTROL PERSON 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTH CARE LLC MISS direct 1987-01-01
WEALTH CARE LLC CONTROL PERSON direct 2016-11-01

WhaleScore history for WEALTHCARE CAPITAL MANAGEMENT LLC

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