Wealthcare Eclipes $3 Billion in Assets Under Management

Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140 advisors and advisory groups across the country, Wealthcare continues to attract advisors who are interested in leveraging its technology-enabled RIA services.

Read More: TerraPay Announces Readiness for the New World by Strengthening Management

“Our success needs to be shared with many individuals, not only the dedicated Wealthcare team, including our technology, operations and support personnel, but also our advisors, who continue to adopt our framework and take full advantage of our outsourced solution in order to focus on their clients and helping them to achieve their life goals,” said Matt Regan, President of Wealthcare. “We began to hone our focus solely on recruiting advisors to our platform in 2016, so to reach this level of AUM is satisfying,” he continued. “While $3 billion in AUM is a commendable milestone, we are even more pleased seeing the rate of our advisors organic growth. We continue to observe that the advisors who have joined us in the last four years are growing their business at nearly twice the industry averages, a testament of our platform’s effectiveness.”

Wealthcare provides its patented GDX360 process, the industry’s only fully integrated goals-based planning, asset management, and trading engine to advisors who are seeking a partner in their journey to independence. Wealthcare advisors and clients benefit from planning, operations, marketing, and practice management support.

“We look forward to continuing this period of growth and success,” said Regan. “Our advisors have validated the value delivered by our solution, and we will continue to work hard to ensure that they have the tools that they need to enhance their clients’ financial lives.”

Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers

Login

Welcome! Login in to your account

Remember me Lost your password?

Lost Password