Wealthbridge Capital Management, LLC
Wealthbridge Capital Management, LLC (CRD# 298254) is a financial advisory firm headquartered in Westerville, OH. They manage $467,791,332 in 1,595 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
Wealthbridge Capital Management, LLC
By the Numbers
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Total Assets Under Management468MILLION
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Total Number of Accounts1,595ACCOUNTS
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Average Account Value$293,286
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, GA, LA, MI, NE, NY, OH, PA, TX
Financial Advisors at Wealthbridge Capital Management, LLC
1
Ryan Dunlap (CRD# 2761374) is an Investment Advisor Representative working at Wealthbridge Capital Management, LLC in Westerville, OH and has over 27 years of experience in the finance industry.
2
Robert Faulkner (CRD# 4426185) is an Investment Advisor Representative working at Wealthbridge Capital Management, LLC in Westerville, OH and has over 22 years of experience in the finance industry.
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