Wealth Care

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

405 Sims Way, Merritt Island, Florida, 3...

Phone Number

(321) 543-1099

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealth Care

Wealth Care LLC is a fee-only financial advisory firm specializing in comprehensive financial planning and investment management, particularly for physicians and healthcare professionals. The firm operates on a fiduciary basis, ensuring that their services are tailored to the unique needs and goals of their clients without any commission-based incentives. With a commitment to concierge-style service, they offer both in-person and virtual consultations to clients across the U.S. Wealth Care LLC aims to build long-term partnerships with clients, guiding them through various financial aspects including tax planning, asset protection, and estate planning.Explore more
Wealth Care's Social MediaPopular SearchesWealth Care LLCWealth CareHealthcare LLCPodnos Steven D MDwealthcare financial services LLCSIC Code 62,628NAICS Code 52,523Show more

Wealth Care Org Chart

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Chief Executive Officer

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HR
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Transplant Nurse Case Manager Lead Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Care

<$5M
1-10
Private
-
2002
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2019
PM
Patrick MeyerDirector and Partner, PIM Portfolio Manager
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wealth Care is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wealth Care is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Care.

Wealth Care Tech Stack

A closer look at the technologies used by Wealth Care

Top Finance Companies

Frequently Asked Questions Regarding Wealth Care

What is Wealth Care's official website?
Wealth Care's official website is www.wealthcarellc.com
What is Wealth Care's Revenue?
Wealth Care's revenue is <$5 Million
What is Wealth Care's SIC code?
Wealth Care's SIC: 62,628
What is Wealth Care's NAICS code?
Wealth Care's NAICS: 52,523
How many employees does Wealth Care have?
Wealth Care has 1-10 employees
What industry does Wealth Care belong to?
Wealth Care is in the industry of: Finance, Securities Trading
What is Wealth Care competition?
Wealth Care top competitors include: Copper Canyon Wealth Management, BeamaLife, JMEquity Advisors, River Hills Wealth Management
What technology does Wealth Care use?
Some of the popular technologies that Wealth Care uses are: AT&T Internet, Eploy, Engage ATS, Google Font API
How do I contact Wealth Care?
Wealth Care contact info: Phone number: (321) 543-1099 Website: www.wealthcarellc.com
What does Wealth Care do?

Wealth Care LLC is a fee-only financial advisory firm specializing in comprehensive financial planning and investment management, particularly for physicians and healthcare professionals. The firm operates on a fiduciary basis, ensuring that their services are tailored to the unique needs and goals of their clients without any commission-based ince... ntives. With a commitment to concierge-style service, they offer both in-person and virtual consultations to clients across the U.S. Wealth Care LLC aims to build long-term partnerships with clients, guiding them through various financial aspects including tax planning, asset protection, and estate planning.Read More

What are Wealth Care social media links?
Wealth Care Linkedin page
Is Wealth Care a public company?
Wealth Care is private company therefore does not currently have an official ticker symbol
See more information about Wealth Care

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