Investment Adviser

Wealthkare.Com, Inc. - Investment Advisers

Investment Adviser headquartered in Mount Union, Pennsylvania · Invest

About Wealthkare.Com, Inc.

WealthKare.com, Inc. is an investment adviser headquartered in Mount Union, Pennsylvania. The firm reports $136.65 million in regulatory assets under management and has seven employees. It is registered with the U.S. Securities and Exchange Commission and states that it is held to a fiduciary standard. It provides fee-based financial planning and investment advisory services. The firm is affiliated with American Assets Financial Corp., which offers insurance-related consulting, products and services. Its website centers on retirement planning, with a focus on how clients might approach their time and goals alongside their finances. The firm states that its materials are for general information only. The firm is listed in the Investment Advisers in Pennsylvania directory and in the Directory of US Investment Advisers. Note: Only two link slots were provided, so the text includes two links rather than the three to five requested.

Key Facts

Assets Under Management
$136.65M
Employees
7
SEC File Number
801-131322

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