
09/30/2019
Top Buys
- Name% Change
- SPY SPDR S&P 500 ETF Trust 0.726%
- IVV iShares Core S&P 50... 0.723%
- FPE First Trust Preferr... 0.667%
- IPAY ETFMG Prime Mobile ... 0.521%
- OC Owens Corning Inc 0.45%
https://www.facebook.com/WealthBridgeCM/ • WESTERVILLE, OH • Investment Advisor How do I update this listing?
Wealthbridge Capital Management is based out of Westerville. Wealthbridge Capital Management is a large advisory firm with 324 clients and discretionary assets under management (AUM) of $267,000,000 (Form ADV from 2019-06-06). Their last reported 13F filing for Q3 2019 included $138,896,000 in managed 13F securities and a top 10 holdings concentration of 42.48%. Wealthbridge Capital Management's largest holding is Invesco S&P 500 Equal Weight ETF with shares held of 117,480. Whalewisdom has at least 4 13F filings
09/30/2019
09/30/2019
09/30/2019
09/30/2019
09/30/2019
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14
Performance for Q3 2019: | 8.03% |
Performance Last 4 Quarters: | 0.0% |
SEC Registration as : | Large Advisory Firm |
Form of Organization: | Limited Liability Company |
Organized in: | DE |
Number of employees: | 6 |
Other Business Activities: | |
Advisor Fees/Compensation: | Percentage of assets under management |
Amount of client funds and securities: | 2,332,000 |
Total Number of Clients: | 324 |
Amount of client funds and securities by related persons: | |
Total Number of clients from related persons: | |
Disclosures: |
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
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DUNLAP, RYAN, MATTHEW | PRESIDENT & CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | 08/01/2018 | Direct | 50 - 75% | |||||||||||
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FAULKNER, ROBERT, WILLIAM | EVP, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | 08/01/2018 | Direct | 50 - 75% | |||||||||||
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Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUNLAP, RYAN, MATTHEW | PRESIDENT & CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | 08/01/2018 | Direct | 50 - 75% | |||||||||||
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FAULKNER, ROBERT, WILLIAM | EVP, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | 08/01/2018 | Direct | 50 - 75% | |||||||||||
|
Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUNLAP, RYAN, MATTHEW | PRESIDENT & CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | 08/01/2018 | Direct | 50 - 75% | |||||||||||
|
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FAULKNER, ROBERT, WILLIAM | EVP, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | 08/01/2018 | Direct | 50 - 75% | |||||||||||
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