# WEALTHKARE.COM, INC.

WEALTHKARE.COM, INC. of MOUNT UNION, PA is an SEC-registered investment adviser.

## Registration

- CRD: 115111
- Type: SEC-registered investment adviser
- SEC file number: 801-131322
- Location: 11898 ARROWHEAD WAY, MOUNT UNION, PA, 17066
- Phone: 814-542-5433
- Latest filing: 2026-07-31
- Regulatory AUM: $136.7M
- Discretionary AUM: $105.4M
- Non-discretionary AUM: $31.3M
- Clients: 7
- Accounts: 771

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Bruce Jehu Smith | PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| SMITH BRUCE JEHU | PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115111/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115111/similar
- Related entities: https://search.stillhousedata.com/firm/115111/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115111

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.