Shawn
Arseneau

Wealthbridge Capital Management, LLC

CRD#2924823
Investment Advisor
in Westerville, OH

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About this Advisor

Shawn Arseneau is a certified financial planner and chartered financial consultant working out of Westerville, Ohio with 1 year of industry experience. Arseneau is on the advisory team at Wealthbridge Capital Management, LLC. Arseneau has gained experience at Wealthbridge Capital Management, LLC, Eastwind Capital Wealth Management, W3 Wealth Advisors, LLC, Gravitas Wealth Partners and Valmark Advisers, Inc. Arseneau holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Wealthbridge Capital Management, LLC is a registered investment business that has its headquarters in Westerville, OH. The company has a total of six employees. It has $411 million in assets under management across its 1,402 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 1,402 client accounts, 34% are held by high-net-worth clients who have more than $1 million in assets available to invest. Wealthbridge Capital Management, LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which service is provided. Fees charged by Wealthbridge Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

579 Executive Campus Suite 375
Westerville, OH 43082

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Wealthbridge Capital Management, LLC Brokerage Details

Total Assets Under Management

$410,562,249

OH Average: $2,106,341,625
Total Number of Employees

6

OH Average: 34
Total Number of Accounts

1,402

OH Average: 1,972
Average Account Size

$292,840

OH Average: $1,068,125

Investment Advisory Services

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

Shawn Arseneau Work History

Shawn has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealthbridge Capital Management, LLC

2015 - 2021 (6 years)

W3 Wealth Advisors, LLC

2015 - 2021 (6 years)

Valmark Advisers, Inc

2013 - 2015 (2 years)

Gravitas Wealth Partners

2010 - 2015 (5 years)

Eastwind Capital Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shawn Arseneau 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 Wealthbridge Capital Management, LLC

Shawn Arseneau
Westerville, OH
Robert Faulkner
Westerville, OH
Ryan Dunlap
Englewood, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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