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 Buys

12/31/2018

Top Sells

Name% Change

12/31/2018

13F Holdings Summary

Stock% Port
RSP Invesco S&P 500 Equal Weigh... 7.6076%
SPY SPDR S&P 500 ETF Trust 5.4934%
BRK.B Berkshire Hathaway Inc Class B 4.2094%
BMN BlackRock Muni Target Term ... 3.4849%
FDN First Trust DJ Internet Ind... 2.6593%

See All Holdings

12/31/2018

13F Sector Allocation Over Time

Fund Metrics

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Risk/Reward Analysis

Portfolio Market Cap Analysis

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

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:

http://wealthbridgecm.com

Data above was derived from SEC filings.

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