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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH CARE LLC

CRD 125799

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:144eb635-9968-1244-dabd-64eed946d0be

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 8, 2011 to Mar 3, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $669MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $669M
Private client RAUM: $636MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $223Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 821
Individual clients: 86
High net worth clients: 125
Custody, client assets: $247M
SEC number: 801-67132
CRD: 125799
Filings on the tape: 37
First filed: Nov 8, 2011
Latest filed: Mar 3, 2026
Organised: Limited Liability Company, FL
Website: wealthcarellc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEPHEN DANIEL PODNOS	n/a	MERRITT ISLAND, FL	23	39	n/a	no
LAUREN MICHELLE PODNOS	n/a	MERRITT ISLAND, FL \| Austin, TX	7	11	2	no
RACHEL PODNOS O'LEARY	n/a	Austin, TX \| MERRITT ISLAND, FL	6	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PODNOS, STEPHEN, DANIEL	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	05/2003	Nov 8, 2011	Mar 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Austin	TX	United States	2	no
COCOA BEACH	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$669M	$669M	3	3	2	n/a	n/a
2024	Mar 18, 2025	$578M	$578M	3	3	2	n/a	n/a
2023	Feb 26, 2024	$516M	$516M	3	3	2	n/a	n/a
2022	Mar 17, 2023	$479M	$479M	3	3	2	n/a	n/a
2021	Feb 3, 2022	$521M	$521M	3	3	2	n/a	n/a
2020	Feb 2, 2021	$440M	$440M	3	3	3	n/a	n/a
2019	Mar 10, 2020	$364M	$364M	3	3	3	n/a	n/a
2018	Jan 15, 2019	$306M	$306M	3	3	3	n/a	n/a
2017	Feb 22, 2018	$341M	$341M	2	2	2	n/a	n/a
2016	Mar 31, 2017	$279M	$279M	2	2	n/a	n/a	n/a
2015	Jan 4, 2016	$240M	$240M	2	2	n/a	n/a	n/a
2014	Jan 6, 2015	$200M	$200M	2	2	n/a	n/a	n/a
2013	Jan 3, 2014	$180M	$180M	1	1	n/a	n/a	n/a
2012	Jan 3, 2013	$140M	$140M	1	1	n/a	n/a	n/a
2011	Jan 4, 2012	$130M	$130M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$669M	$578M	15.7%	$479M	11.8%	3	3	2	2

Relationships

Registered with (3)

← RACHEL PODNOS O'LEARYAdvisorregistration: current employment
Jun 9, 2020 to presentfactForm ADV
← LAUREN MICHELLE PODNOSAdvisorregistration: current employment
Mar 12, 2019 to presentfactForm ADV
← STEPHEN DANIEL PODNOSAdvisorregistration: current employment
May 7, 2003 to presentfactForm ADV

Controls (1)

← PODNOS, STEPHEN, DANIELOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 8, 2011 to Mar 29, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:144eb635-9968-1244-dabd-64eed946d0be
First observed: Nov 8, 2011
Last observed: Mar 3, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH CARE LLC

CRD 125799

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:144eb635-9968-1244-dabd-64eed946d0be

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEPHEN DANIEL PODNOS

n/a

MERRITT ISLAND, FL

n/a

LAUREN MICHELLE PODNOS

n/a

MERRITT ISLAND, FL | Austin, TX

RACHEL PODNOS O'LEARY

n/a

Austin, TX | MERRITT ISLAND, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PODNOS, STEPHEN, DANIEL

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

05/2003

Nov 8, 2011

Mar 29, 2024

City

State

Country

Employees

Also broker-dealer

Austin

United States

COCOA BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$669M

n/a

2024

Mar 18, 2025

$578M

n/a

2023

Feb 26, 2024

$516M

n/a

2022

Mar 17, 2023

$479M

n/a

2021

Feb 3, 2022

$521M

n/a

2020

Feb 2, 2021

$440M

n/a

2019

Mar 10, 2020

$364M

n/a

2018

Jan 15, 2019

$306M

n/a

2017

Feb 22, 2018

$341M

n/a

2016

Mar 31, 2017

$279M

n/a

2015

Jan 4, 2016

$240M

n/a

2014

Jan 6, 2015

$200M

n/a

2013

Jan 3, 2014

$180M

n/a

2012

Jan 3, 2013

$140M

n/a

2011

Jan 4, 2012

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$669M

$578M

15.7%

$479M

11.8%