WealthBridge Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthBridge Capital Management is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts and estates with comprehensive wealth management, financial planning and discretionary portfolio management. The firm also provides retirement‑account services and conducts divorce financial analysis under the practice name Novel Divorce Financial Solutions.
The firm generally builds long‑term, tax‑aware portfolios using primarily low‑cost ETFs and mutual funds, while also employing individual stocks, bonds, the Schwab Institutional Intelligent Portfolios platform and unaffiliated independent managers as appropriate. WealthBridge combines fundamental, technical and cyclical analysis with internal due diligence and ongoing discretionary oversight, and it can accommodate client‑imposed investment restrictions and legacy positions.
WealthBridge is notable for managing roughly $710 million of client assets with a small team and for offering 60–90 minute public educational seminars on budgeting, credit, student loans and retirement basics, a service less commonly provided by peer team firms. Advisors hold industry credentials (CFP, CIMA, CRPC) and some are licensed insurance professionals, and the firm discloses its custodial relationship with Schwab and the potential conflicts tied to insurance activities in its regulatory disclosures.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.35% annually $500,001 - $1,000,000: 1.20% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.90% annually $5,000,001+: 0.80% annually
Commission-based fees earned by Advisory Persons who are licensed insurance professionals; commissions not offsetting advisory fees and separate from advisory fees.
Divorce financial analysis services charged at $300 per hour.
Account minimum: $500,000 (generally); $5,000 (for Schwab Institutional Intelligent Portfolios) Fee-only: Fees based on tiered percentage of AUM as listed; no commissions on securities transactions.
Main office
See office550 Polaris Parkway, Suite 560
Westerville OH 43082
Advisors at this office
4
Offices (2)
Most active in
California · Colorado · Florida · Georgia · Illinois · Louisiana · Michigan · New Hampshire · New York · Ohio · Pennsylvania · Texas
Also doing business as
Altrioch Wealth Advisors LLC · Fiduciary Planning Institute · Girder Financial · Novel Divorce Financial Solutions · Wealthbridge Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David S
Series 63, Series 65
Westerville, OH
WealthBridge Capital Management, LLC
David Suchland is a financial advisor at WealthBridge Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Joseph Group Capital Management, Sunset Financial Services, Manning & Napier Advisory Advantage Company, and J.P. Morgan Asset Management. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm employs a tax-aware investment approach using primarily low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and offers public educational seminars on financial basics.
Nicholas N
Series 63, Series 66
Westerville, OH
WealthBridge Capital Management, LLC
Nicholas Neuville is a financial advisor at WealthBridge Capital Management, LLC with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities LLC and Charles Schwab & Co., Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management, using a tax-aware approach that combines fundamental, technical, and cyclical analysis.
Ryan D
Series 63, Series 65
Westerville, OH
WealthBridge Capital Management, LLC
Ryan Dunlap is a financial advisor at WealthBridge Capital Management, LLC with 29 years of industry experience. He has held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services before joining WealthBridge in 2018. Dunlap is a licensed insurance professional and holds the Series 63 and Series 65 designations. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management and financial planning. The firm utilizes tax-aware portfolios primarily consisting of low-cost ETFs and mutual funds, combining fundamental, technical, and cyclical analysis with discretionary oversight.
Kati H
Series 66
Englewood, FL
WealthBridge Capital Management, LLC
Kati Hays is a financial advisor with WealthBridge Capital Management, LLC in Englewood, FL. She holds the Series 66 designation and has four years of industry experience, including three years at Edward Jones and seven years with America At Play, Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm emphasizes long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, combined with fundamental, technical, and cyclical analysis, and offers public educational seminars on financial topics.
Robert F
Series 65, Series 66
Westerville, OH
WealthBridge Capital Management, LLC
Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Private Client Services prior to joining WealthBridge in 2018. Outside of advising, he is a member of Northstar Studio LLC, a cheerleading organization in Ohio. WealthBridge Capital Management is an SEC-registered firm serving individuals, high-net-worth clients, trusts, and estates through comprehensive wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, complemented by individual securities and external managers, and offers educational seminars on financial topics.
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