WEALTHCOR LLC
WEALTHCOR LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 282449). Regulatory assets under management: $165.4M.
Registration
- CRD: 282449
- SEC file number: 801-114923
- Type: Registered investment adviser
- Location: 9428 KENWOOD ROAD, CINCINNATI, OH, 45242
- Phone: (513) 421-0800
- Latest filing: 2023-01-03
- Regulatory AUM: $165.4M
- Discretionary AUM: $165.4M
- Clients: 6
- Accounts: 528
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CALLAHAN THOMAS PATRICK | CEO; MANAGING MEMBER / CEO | — |
| EGAN KEVIN JAMES | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
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