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Edward Garrett Wirwille

Wealthcare Capital Management LLC

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About Edward Garrett Wirwille

Edward Wirwille is an Investment Advisor Representative with Wealthcare Capital Management LLC, based in Richmond, Virginia. Edward has been in the industry since 1988 and is registered with the state of Virginia. Edward also holds Series 3, 7, and 63 securities licenses, as well as the Series 65 Investment Adviser Representative license. Edward is also a Certified Financial Planner. Edward has experience working with individuals, corporations, charities and trusts.

Firm Information

Edward Wirwille is currently registered with Wealthcare Capital Management LLC. Wealthcare Capital Management LLC is a fee-only financial advisory firm with a focus on providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. The firm has over 30 advisors who manage over $2.5 billion in assets for their clients. Their services include financial planning, retirement planning, college savings planning, estate planning, insurance planning, and investment management. They offer a wide range of investment strategies to meet the unique needs of their clients. The firm is headquartered in Richmond, VA and has offices throughout the United States.
Wealthcare Capital Management LLC

2 JAMES CENTER

RICHMOND, VA 23219

$2.58B

Assets Under Management

Not reported

Total Clients

35

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Edward Wirwille’s Registration & Firm History

VA

06/23/2008 - Present

Wealthcare Capital Management LLC (RICHMOND VA)

MO

12/14/2006 - 12/20/2007

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

IN

07/11/2001 - 12/15/2005

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

07/11/2001 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

MO

11/02/2000 - 06/25/2001

FIRST CLEARING CORPORATION (ST. LOUIS MO)

NC

12/05/1997 - 01/14/1999

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

NY

07/31/1993 - 12/10/1997

SMITH BARNEY INC. (NEW YORK NY)

NY

04/21/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

11/09/1988 - 01/30/1992

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

11/09/1988 - 01/30/1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NA

05/25/1988 - 10/11/1988

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

05/25/1988 - 10/11/1988

IDS LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 02/13/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/1992

Series 3 - National Commodity Futures Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Garrett Wirwille.
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