WEALTHBRIDGE CAPITAL MANAGEMENT, LLC - Financial Advisor in Ohio, Westerville

Tel: (614) 591-4515 550 Polaris Parkway Suite 560 Westerville, Ohio 43082

About WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC is a Westerville, Ohio based financial advisory firm with nearly $599,021,878 in assets under management and provides investment advisory services for 1805 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

298254

Firm SEC#:

801-113924

Assets Under Management:

$599,021,878

No. of Clients:

1805

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Ohio?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Ohio, Westerville

FirmCRD#:157766

SEC#:801-72370

No. of Advisors:11

No. of Clients:5

AUM:$2,165,200,000

FirmCRD#:310207

SEC#:801-119409

No. of Advisors:4

No. of Clients:599

AUM:$401,559,081

FirmCRD#:286381

SEC#:801-128522

No. of Advisors:3

No. of Clients:299

AUM:$326,000,000

FirmCRD#:121384

SEC#:801-115211

No. of Advisors:8

No. of Clients:1350

AUM:$257,546,665

FirmCRD#:286214

SEC#:801-123069

No. of Advisors:6

No. of Clients:268

AUM:$247,867,287

FirmCRD#:288801

SEC#:801-120540

No. of Advisors:3

No. of Clients:945

AUM:$191,469,840

FirmCRD#:165664

SEC#:801-77519

No. of Advisors:3

No. of Clients:548

AUM:$160,234,040

FirmCRD#:150106

SEC#:801-119045

No. of Advisors:6

No. of Clients:441

AUM:$151,745,533

FirmCRD#:135731

SEC#:801-131870

No. of Advisors:3

No. of Clients:369

AUM:$135,623,989

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

157766

801-72370

$2,165,200,000

YARGER WEALTH STRATEGIES, LLC

310207

801-119409

599

$401,559,081

FC WEALTH SOLUTIONS LLC

286381

801-128522

299

$326,000,000

SWISHER FINANCIAL CONCEPTS, INC.

121384

801-115211

1350

$257,546,665

RETIREMENT PLANS, INC.

286214

801-123069

268

$247,867,287

JERICHO FINANCIAL

288801

801-120540

945

$191,469,840

CENTRICITY WEALTH MANAGEMENT, LLC

165664

801-77519

548

$160,234,040

SHAFFER CAPITAL

150106

801-119045

441

$151,745,533

HARDING FINANCIAL GROUP, LLC.

135731

801-131870

369

$135,623,989

Explore More Financial Advisor Firms in Westerville, Ohio >>