Wealthcare Capital Management LLC

Overview

Wealthcare Capital Management LLC is an SEC registered investment adviser based in Richmond, VA, registered since 2001. It reports $3.9B in assets under management across 13,598 accounts, with 54 employees. It has 33 investment adviser representatives.

Reported AUM

$3.9B

Discretionary

99%

Accounts

13,598

Average account

$289K

Employees

54

Advisory reps

33

Registered since

2001

Jurisdictions

37

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Matthew Thomas Regan President CRD 2482606
• James Joseph Krause Chief Compliance Officer CRD 4143726
• Justin DuBrueler Chief Financial Officer CRD 6865294

1 more executive officer, with direct contact details

Advisory reps 3 of 33

• Steven A Bergeron Insurance Agent · Investment Adviser Rep CRD 2160195
• Bryan George Brown Investment Adviser Rep CRD 4364310
• Scarlott Leigh Cagle Investment Adviser Rep CRD 4643221

30 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1021 E Cary St # 702
Richmond, VA 23219

County

Richmond City

Metro area

Richmond, VA

Region

South

Registrations

• SEC registered
• Registered in 37 jurisdictions
• Website: wealthcare4life.com

Every state, with registration dates

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