Wealthcare Capital Management LLC

Investment Advisor
in Richmond, VA

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About this Advisor

Michael Valdez is a financial advisor who works out of Richmond, Virginia who has 1 year of relevant experience. Valdez is an advisor for Wealthcare Capital Management LLC. Their career trajectory has included roles at John Van Der Hyde, Wells Fargo, Wealthcare Capital Management, Northwestern Mutual Investment Services LLC and Wealthcare Capital Management LLC. Valdez maintains Series 66, Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Virginia. Wealthcare Capital Management LLC is an advisory firm based in Richmond, VA. The investment advisory business has offices in 18 locations and a total of 59 employees. It administers $3 billion in assets among its 11,094 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 13 charities and foundations. Of its 11,094 accounts, 15% belong to high-net-worth clients who have greater than $1 million in investable assets. The business 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. Fees for financial management typically vary depending on which services the firm provides the client. Fees charged by Wealthcare Capital Management LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63, Series 65

Years Registered*

1 year

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


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


VA Average: 32
Total Number of Accounts


VA Average: 1,458
Average Account Size


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

Michael Valdez Work History

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

2022 - Present (1 year)

Wealthcare Capital Management LLC

2021 - 2021 (< 1 year)

John Van Der Hyde

2021 - 2021 (< 1 year)

John Van Der Hyde

2021 - 2021 (< 1 year)

Northwestern Mutual Investment Services LLC

2017 - 2017 (< 1 year)

Wells Fargo

2012 - 2016 (4 years)

Wealthcare Capital 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.


Please visit the SEC profile of Michael Valdez 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

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