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 chartered financial analyst working out of Newtown Square, Pennsylvania who has 9 years of industry experience. Madey is on the advisory team at Wealthcare Capital Management LLC. Throughout their career, Madey has worked at Sightline Investments, LLC, Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC. Madey holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Pennsylvania. Wealthcare Capital Management LLC is a financial advisory company that has its headquarters in Richmond, VA. The firm has offices in 18 locations and a total of 59 employees. It controls $3 billion in assets between its 11,094 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 11,094 accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which service is offered. However, fee types billed by Wealthcare Capital Management LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

9 years

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

$2,603,042,487

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

59

PA Average: 32
Total Number of Accounts

11,094

PA Average: 1,458
Average Account Size

$234,635

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

Ronald has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Wealthcare Capital Management LLC

2014 - Present (10 years)

Wealthcare Advisory Partners LLC

2010 - 2014 (4 years)

Sightline Investments, LLC

*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 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

James Mirenda
East Dorset, VT
Ayad Amary
West Chester, PA
Scott Davison
Richmond, VA
Peggy Carlson
Claremont, CA
Michael Valdez
Richmond, VA
Scarlott Cagle
Richmond, VA
Philip Carter
Richmond, VA
Kevin London
Richmond, VA

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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