Wealthbridge Capital Management, Llc

Wealthbridge Capital Management, Llc

Westerville, Ohio

Wealthbridge Capital Management, LLC is a distinguished investment advisory firm located in Westerville, OH. With a team of six talented professionals, including three dedicated investment advisors, they provide comprehensive financial solutions to a diverse clientele. The firm boasts an impressive average of $150,320,000 in assets under management per investment advisor, surpassing industry standards. At Wealthbridge Capital Management, LLC, their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. With over 280 individual clients and a staggering $41...see more

Assets Under Mgmt

$410.56M

Investment Professionals

3

Locations

1

% 401K & Individual

24%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Reviews for Wealthbridge Capital Management, Llc

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