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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does WealthCare Asset Management have?","answer":"WealthCare Asset Management has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does WealthCare Asset Management invest in?","answer":"At the end of its last fiscal year, WealthCare Asset Management’s separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 25% investment grade corporate bonds, 22% exchange-traded equities, 6% cash and equivalents, 5% derivatives and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does WealthCare Asset Management have a minimum investment?","answer":"Yes, WealthCare Asset Management’s minimum account size for its Asset Management is $500K.","source":"ADV2A & 2B SEC, filed 28 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns WealthCare Asset Management?","answer":"WealthCare Asset Management’s direct owner is James Watts (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does WealthCare Asset Management get paid?","answer":"WealthCare Asset Management is paid through a percentage of assets under management. 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