Audrey
Sanders

Wealthcare Capital Management LLC

CRD#1535416
Investment Advisor
in Richmond, VA

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About this Advisor

Audrey Sanders is a financial advisor based in Richmond, Virginia, working with Wealthcare Capital Management LLC. Audrey has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Citigroup, and Wealthcare Capital Management. Audrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Audrey is part of Wealthcare Capital Management LLC, which operates out of Richmond, Virginia. 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 65

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

2 James Center 1021 East Cary Street, #702
Richmond, VA 23219

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Wealthcare Capital Management LLC Brokerage Details

Total Assets Under Management

$2,579,940,831

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

53

VA Average: 32
Total Number of Accounts

10,499

VA Average: 1,458
Average Account Size

$245,732

VA 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

Audrey Sanders Work History

2024 - Present (0 year)

Wealthcare Capital Management

2017 - Present (7 years)

Citigroup

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Audrey Sanders 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

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