WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

http://wealthbridgecm.com 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 300 clients and discretionary assets under management (AUM) of $299,000,000 (Form ADV from 2018-12-19). Their last reported 13F filing for Q4 2018 included $131,540,000 in managed 13F securities and a top 10 holdings concentration of 34.88%. Wealthbridge Capital Management's largest holding is Invesco S&P 500 Equal Weight ETF with shares held of 109,481. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.05%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC
579 EXECUTIVE CAMPUS SUITE 375
WESTERVILLE OH    43082
Country: United States

Business Phone: (614) 591-4515
Fax: (614) 636-4895
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 3,979,750
Total Number of Clients: 300
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

ownership team - last updated 2018-12-19
Name Title Start Date Direct/Indirect % Ownership
DUNLAP, RYAN, MATTHEW PRESIDENT & CHIEF EXECUTIVE OFFICER / MANAGING MEMBER 08/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC PRESIDENT & CHIEF EXECUTIVE OFFICER / MANAGING MEMBER direct 2018-08-01
FAULKNER, ROBERT, WILLIAM EVP, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER / MANAGING MEMBER 08/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC EVP, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER / MANAGING MEMBER direct 2018-08-01

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