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Vice President · Wealthkare.com, Inc.

Bruce J. Smith

CRD 4621620 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthkare.com, Inc., an SEC-registered wealth manager based in Mount Union, PA with $137 million in regulatory assets, lists Bruce J. Smith on its Form ADV as Vice President, a control person.

Firms and roles

AtlasMembers

Bruce’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Bruce J. SmithPresident and Chief Compliance Officer, Wealthkare.com, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bruce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.