Wealthbridge Capital Management, LLC

Wealthbridge Capital Management, LLC (CRD# 298254) is a financial advisory firm headquartered in Westerville, OH. They manage $467,791,332 in 1,595 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
550 Polaris Parkway, Suite 560, Westerville, OH 43082
https://twitter.com/wealthbridgecm
By the Numbers
  • Total Assets Under Management
    468
    MILLION
  • Total Number of Accounts
    1,595
    ACCOUNTS
  • Average Account Value
    $293,286
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, LA, MI, NE, NY, OH, PA, TX

Financial Advisors at Wealthbridge Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan Dunlap, financial advisor Englewood FL
Ryan M. Dunlap
CRD#: 2761374
2881 Placida Road, Suite 205, Englewood, FL 34224

Ryan Dunlap (CRD# 2761374) is an Investment Advisor Representative working at Wealthbridge Capital Management, LLC in Englewood, FL and has over 27 years of experience in the finance industry.

2
Robert Faulkner, financial advisor Westerville OH
Robert W. Faulkner
CRD#: 4426185
550 Polaris Parkway, Suite 560, Westerville, OH 43082

Robert Faulkner (CRD# 4426185) is an Investment Advisor Representative working at Wealthbridge Capital Management, LLC in Westerville, OH and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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