WEALTHKARE.COM, INC. of MOUNT UNION, PA is an SEC-registered investment adviser (CRD 115111). Regulatory assets under management: $136.7M.
Compensation: % of AUM, Hourly, Fixed, Subscription, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Bruce Jehu Smith | PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| SMITH BRUCE JEHU | PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |