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Westerville, OH Office

Team
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WealthBridge Capital Management, LLC logo

WealthBridge Capital Management, LLC

Team

Firm-wide stats for WealthBridge Capital Management, LLC

Total advisors

5

Across 2 offices

Clients per advisor

91 High

Avg AUM per client

$1,552,993 High

HNW client ratio

32% Typical

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.

Based on WealthBridge Capital Management, LLC

Expertise

Divorce financial planning

Based on WealthBridge Capital Management, LLC

Location

550 Polaris Parkway, Suite 560

Westerville OH 43082

Advisors at this office

4

Advisors at this office

user avatar

David S

Series 65, Series 63

Westerville, OH

WealthBridge Capital Management, LLC

David Suchland is a financial advisor with WealthBridge Capital Management, LLC in Westerville, OH. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, including 11 years at The Joseph Group Capital Management. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm builds long-term, tax-aware portfolios using low-cost ETFs and mutual funds, individual securities, and independent managers, and offers educational seminars on budgeting, credit, student loans, and retirement basics.

Divorce financial planning
user avatar

Nicholas N

Series 66, Series 63

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 Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Morgan Stanley, Fidelity Investments, and TSG Advice Partners. WealthBridge Capital Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, and estates with wealth management, financial planning, and discretionary portfolio management. The firm focuses on building tax-aware portfolios using low-cost ETFs and mutual funds, supplemented by individual securities and independent managers, and manages approximately $710 million in client assets.

Divorce financial planning
user avatar

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.

Divorce financial planning
user avatar

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.

Divorce financial planning
View complete list of advisors at this office
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