Ronald
Madey

Wealthcare Capital Management LLC

CRD#2647000
Investment Advisor
in Newtown Square, PA

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About this Advisor

Ronald Madey is a financial advisor based in Newtown Square, Pennsylvania, working with Wealthcare Capital Management LLC. Ronald has previously held positions at Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC. Ronald has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Ronald is part of Wealthcare Capital Management LLC, which operates out of Newtown Square, Pennsylvania. 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 63, Series 66, Chartered Financial Analyst

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

Newtown Square, PA

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Wealthcare Capital Management LLC Brokerage Details

Total Assets Under Management

$2,579,940,831

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

53

PA Average: 32
Total Number of Accounts

10,499

PA Average: 1,458
Average Account Size

$245,732

PA 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

Ronald Madey Work History

2014 - Present (10 years)

Wealthcare Capital Management LLC

2014 - Present (10 years)

Wealthcare Advisory Partners LLC

Disclosures

Please visit the SEC profile of Ronald Madey 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

Scott Davison
Richmond, VA
Ronald Madey
Newtown Square, PA
Samuel Moore
Canfield, OH
Ayad Amary
West Chester, PA
Joseph Gairo
Richmond, VA
Henry Supinski
West Chester, PA
Scarlott Cagle
Richmond, VA
Peggy Carlson
Claremont, CA

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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