Scarlott
Cagle

Wealthcare Capital Management LLC

CRD#4643221
Investment Advisor
in Richmond, VA

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About this Advisor

Scarlott Cagle is a financial advisor based in Richmond, Virginia, working with Wealthcare Capital Management LLC. Scarlott has previously held a position at Wealthcare Capital Management Inc and is registered to provide services in Georgia. Currently, Scarlott 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

CERTIFIED FINANCIAL PLANNER™

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

Scarlott Cagle Work History

2012 - Present (12 years)

Wealthcare Capital Management Inc

Disclosures

Please visit the SEC profile of Scarlott Cagle 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
Ayad Amary
West Chester, PA
Scott Davison
Richmond, VA
Ronald Madey
Newtown Square, 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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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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