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Bryan B

Series 66

Canfield, OH

Wealthcare Capital Management LLC

Bryan Brown is a financial advisor at Wealthcare Capital Management LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Wealthcare Capital Management since 2010. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm offers a range of portfolio management and advisory services, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with investment decisions guided by an Investment Policy Committee and proprietary quantitative tools.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Mowry Y

Series 66

Canfield, OH

Wealthcare Capital Management LLC

Mowry Young II is a Series 66-licensed financial advisor with Wealthcare Capital Management LLC in Canfield, Ohio, where he has worked since 2010. He has 23 years of industry experience. Outside of his advisory role, he holds a 20% interest in a limited liability company that owns commercial real estate in Reno, Nevada. Wealthcare Capital Management LLC is a multi-team SEC-registered firm managing approximately $3.03 billion for individuals, high-net-worth clients, trusts, retirement plans, and foundations. The firm employs an evidence-based investment approach with model portfolios primarily consisting of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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