WealthKare.com, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$136,569,546
Clients
370
Advisors
7
across 2 offices
About
WealthKare serves individual and high‑net‑worth clients, as well as trusts, estates, pension and charitable accounts, delivering discretionary portfolio management, financial planning and consulting, and co‑advisor relationships with third‑party managers. The firm also supports assets held away (e.g., workplace retirement plans) and offers estate‑planning access via a licensed technology platform to help clients create and manage legal documents.
The firm’s investment process emphasizes fundamental analysis and generally favors long‑term strategies tailored to each client’s goals, time horizon and risk tolerance, with formal reviews at least annually and ongoing monitoring. WealthKare subscribes to model portfolios through third‑party marketplaces (including an Altruist model marketplace) and acts as co‑advisor on sponsored platforms, and it discloses use of AI tools to support research and administrative workflows rather than to replace advisor judgment.
Compared with peers, WealthKare operates from five offices and combines traditional advisory services with several uncommon offerings: it participates in a bundled subscription program through a custodian platform, provides client education (eBooks, webinars and seminars), and maintains affiliated insurance and real‑estate activities (advisory persons are also licensed as insurance professionals and/or real estate agents). The firm also integrates estate‑planning technology (Wealth.com) and has structured co‑advisor fee and incentive arrangements with third‑party managers, which are disclosed to clients.
Client services
Expertise
Fee options
Financial planning and consulting fees from $2,500 to $10,000 based on complexity; Estate planning max fee $1,000 for less than $1,000,000 assets (basic estate planning free for clients with $1,000,000 or more invested)
$0+: Negotiable up to 2.25% annually (single flat rate may apply but negotiable) All Assets+: 1.65% annually (Custom Indexing - Strategic with Gradient Investments, includes GI Fee 0.65% and WealthKare Fee 1.00%) All Assets+: 1.50% annually (Strategic portfolio with Gradient Investments, GI Fee 0.50%, WealthKare Fee 1.00%) All Assets+: 1.50% annually (Tactical Portfolio, Gradient Investments) (GI Fee 0.50%, WealthKare Fee 1.00%) All Assets+: 1.65% annually (Custom Indexing - Allocation, Gradient Investments) (GI Fee 0.65%, WealthKare Fee 1.00%) All Assets+: 1.50% annually (Allocation & Defined Outcome Portfolio, Gradient Investments) (GI Fee 0.50%, WealthKare Fee 1.00%) All Assets+: 1.50% annually (Private Wealth Portfolio, Gradient Investments) (GI Fee 0.50%, WealthKare Fee 1.00%) All Assets+: 1.00% annually (Preservation Portfolio, Gradient Investments) (GI Fee 0.40%, WealthKare Fee 0.60%)
Licensed insurance professionals receive commissions separately from advisory fees
Altruist One Program subscription fee of 0.01% of assets per month; fees for webinars, education, and subscription services paid via EFT or check
Account minimum: $500,000 Minimum fee: $300 Quarterly Service Fee for certain accounts plus negotiated amounts
Main office
See office11898 Arrowhead Way
Mount Union PA 17066
Advisors at this office
6
Offices (2)
Most active in
Florida · Maryland · Pennsylvania · Washington
Also doing business as
The Wealthkare Investment Center · Wealthkare.Com, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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