James
Watts
Wealthcare Asset Management, LLC
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About this Advisor
James Watts is a financial advisor based in Springfield, Missouri, working with Wealthcare Asset Management, LLC. James has previously held positions at Wattswood Farms, Ingram Mill Investments, LLC, Springfield Property Management, Insurance - Non Variable, Professional Entity Management, Wealthcare Asset Management, LLC, Regal Investment Advisors, LLC, Property Partners, LLC, American Tax Strategies, LLC, and Wealthcare Corporation. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, James is part of Wealthcare Asset Management, LLC, which operates out of Springfield, Missouri. The firm has 3 employees and manages assets totaling $131.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Wealthcare Asset Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthcare Asset Management, LLC Brokerage Details
$131,496,889
3
749
$175,563
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
James Watts Work History
Wealthcare Corporation
American Tax Strategies, LLC
Wealthcare Asset Management, LLC
Property Partners, LLC
Ingram Mill Investments, LLC
Insurance - Non Variable
Wattswood Farms
Regal Investment Advisors, LLC
Professional Entity Management
Springfield Property Management
Disclosures
Please visit the SEC profile of James Watts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthcare Asset Management, LLC
Springfield, MO
Springfield, MO
Springfield, MO
Springfield, MO
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