Wealthcare logo

Wealthcare Employee Directory

Investment ManagementVirginia, United States51-200 Employees

Wealthcare Capital Management is an SEC-registered investment adviser offering goals-driven investing and wealth planning. It provides wealthcare plans with or without ongoing investment management and models designed for tax efficiency and low transaction costs. The firm uses simulation analysis to monitor a plan’s comfort level and provides updates when investment valuations or client goals shift, along with advisory fee reporting and fee billing.

Based in Richmond, Virginia, the firm also provides retirement plan services, including low-cost administration, custody, and compliance, with low-expense investment choices and model portfolios designed to reduce fiduciary and regulatory risk for plan sponsors. Barron's recognized Wealthcare as a top 100 RIA firm in 2024, reflecting industry acknowledgment.

Find Wealthcare employees' phone numbers or email addresses

Wealthcare Global Highlights

Location
Employees

North America
95

Minus sign iconPlus sign icon
  • United States Of America
    95

Europe
2

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    2

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Wealthcare's Leadership

  • Stylized image of a person
    J. M.
    Chief Marketing Officer Senior Vice President Digital Strategies And Product Management
    Phone icon
  • Stylized image of a person
    R. M.
    Chief Investment Officer And Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    J. W.
    Vice President Product Development
    Phone icon
  • Stylized image of a person
    A. H.
    President
    Phone icon
  • Stylized image of a person
    S. C.
    Owner
    Phone icon
  • Stylized image of a person
    R. R.
    Certified Financial Planner ™ & Managing Director
    Phone icon
  • Stylized image of a person
    Y. V.
    Managing Director
    Phone icon
  • Stylized image of a person
    G. R.
    Compliance Manager
    Phone icon

Wealthcare Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Engineering
  • Entrepreneurship
  • Other
  • Accounting

Contact profiles from Wealthcare

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. C.
    Owner
    Phone icon
    United KingdomEngland
    May 31, 2026
  • Stylized image of a person
    A. H.
    President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. M.
    Chief Marketing Officer Senior Vice President Digital Strategies And Product Management
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. M.
    Chief Investment Officer And Chief Compliance Officer
    Phone icon
    Oct 07, 2025
  • Stylized image of a person
    J. W.
    Vice President Product Development
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. R.
    Certified Financial Planner ™ & Managing Director
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    Y. V.
    Managing Director
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    G. R.
    Compliance Manager
    Phone icon
    Feb 26, 2026
  • Stylized image of a person
    G. S.
    Principal
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    P. M.
    Senior Financial Advisor
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Wealthcare known for?

Minus sign iconPlus sign icon
Wealthcare was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Wealthcare's company overview page for more information.

What is Wealthcare's most common email format?

Minus sign iconPlus sign icon
Wealthcare employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealthcare email formats with LeadIQ.

How many employees does Wealthcare have currently?

Minus sign iconPlus sign icon
Wealthcare has approximately 67 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Wealthcare's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Wealthcare's key employees include:

  • Chief Marketing Officer Senior Vice President Digital Strategies And Product Management: J. M.
  • Chief Investment Officer And Chief Compliance Officer: R. M.
  • Vice President Product Development: J. W.
  • President: A. H.
  • Owner: S. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.