WEALTHCARE

WEALTHCARE of AIKEN, SC is an SEC-registered investment adviser (CRD 168696). Regulatory assets under management: $16.9M.

Registration

• CRD: 168696
• Type: Registered investment adviser
• Location: 910 DOUGHERTY RD, AIKEN, SC, 29803-6515
• Phone: 803-644-0701
• Latest filing: 2026-02-11
• Regulatory AUM: $16.9M
• Discretionary AUM: $16.9M
• Clients: 2
• Accounts: 82

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168696 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search