WEALTHKARE.COM, INC.

Tel: 814-542-5433 11898 Arrowhead Way Mount Union, Pennsylvania 17066

About WEALTHKARE.COM, INC.

WEALTHKARE.COM, INC. is a Mount Union, Pennsylvania based financial advisory firm with nearly $106,229,367 in assets under management and provides investment advisory services for 646 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

115111

Firm SEC#:

801-131322

Assets Under Management:

$106,229,367

No. of Clients:

646

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

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