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Wealthmd Corp.

Headquartered in LOUISVILLE, KY

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Firm Information

Wealthmd Corp. is an investment advisor headquartered in LOUISVILLE, KY. They provide portfolio management for businesses and individuals and offer other services including financial reviews. They have $190,070,876 in regulatory assets under management, including $52,179,266 for high-net-worth individuals and $137,891,610 for individuals other than high-net-worth.

Wealthmd Corp.

1706 BARDSTOWN ROAD

LOUISVILLE, KY 40205

$190.07M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial reviews

Financial reviews

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WEALTHMD CORP. has a total of 1 branch locations across the country.
location

LOUISVILLE, KY

Advisors at Wealthmd Corp.

View All 2 Advisors
Unclaimed
Philip Parrish Sallee

RA

LOUISVILLE, KY

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Disclosures

There are no public disclosures for Wealthmd Corp..

Frequently Asked Questions (7)

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