Mowry
Young

Wealthcare Capital Management LLC

CRD#2675396
Investment Advisor
in Canfield, OH

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About this Advisor

Mowry Young is a financial advisor based in Canfield, Ohio, working with Wealthcare Capital Management LLC. Mowry has previously held a position at Wealthcare Capital Management LLC. Mowry has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Mowry is part of Wealthcare Capital Management LLC, which operates out of Canfield, Ohio. The firm has 18 offices and 53 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4030 Boardman Canfield Rd Suite 100B
Canfield, OH 44406

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Wealthcare Capital Management LLC Brokerage Details

Total Assets Under Management

$2,579,940,831

OH Average: $1,835,309,194
Total Number of Employees

53

OH Average: 32
Total Number of Accounts

10,499

OH Average: 1,458
Average Account Size

$245,732

OH Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mowry Young Work History

2010 - Present (15 years)

Wealthcare Capital Management LLC

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Disclosures

Please visit the SEC profile of Mowry Young 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 Capital Management LLC

Ayad Amary
West Chester, PA
Ronald Madey
Newtown Square, PA
Scott Davison
Richmond, VA
Samuel Moore
Canfield, OH
Henry Supinski
West Chester, PA
Joseph Gairo
Richmond, VA
Scarlott Cagle
Richmond, VA
James Mirenda
East Dorset, VT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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