# WEALTHCARE ASSET MANAGEMENT, LLC

WEALTHCARE ASSET MANAGEMENT, LLC of SPRINGFIELD, MO is an SEC-registered investment adviser.

## Registration

- CRD: 170382
- Type: SEC-registered investment adviser
- SEC file number: 801-129104
- Location: 2847 S. INGRAM MILL ROAD, SUITE B102, SPRINGFIELD, MO, 65804
- Phone: 417-865-0936
- Latest filing: 2026-04-28
- Regulatory AUM: $210.8M
- Discretionary AUM: $210.8M
- Clients: 6
- Accounts: 1,103

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Barry Watts | OWNER/CHIEF COMPLIANCE OFFICER | Springfield, MO |
| WATTS JAMES BARRY | OWNER/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-07-20 | regulatory | DURING A TIME WHEN WEALTHCARE'S CHIEF COMPLIANCE OFFICER WAS ON VACATION, INSPECTORS FROM THE SECURITIES DIVISION ARRIVED UNANNOUNCED AND BY SURPRISE IN WEALTHCARE'S OFFICE AND REQUESTED AN EMPLOYEE ALLOW THEM TO INSPECT THE BOOKS AND RECORDS OF THE COMPANY. THE EMPLOYEE DID NOT HAVE ACCESS TO THE R… | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170382/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170382/similar
- Related entities: https://search.stillhousedata.com/firm/170382/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170382

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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.