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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTHCARE ASSET MANAGEMENT, LLC

CRD 170382

SPRINGFIELD, MO

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:400e1bfd-04e2-b7cb-ba6c-2627540dbbdc

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Oct 26, 2023 to Apr 28, 2026
17 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=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $211MItem 5.F on the latest filing (2026-04-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $211M
Private client RAUM: $201MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $35.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,103
Individual clients: 544
High net worth clients: 42
SEC number: 801-129104
CRD: 170382
Filings on the tape: 17
First filed: Oct 26, 2023
Latest filed: Apr 28, 2026
Organised: Limited Liability Company, MO
Website: wealthcarecorp.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
JAMES BARRY WATTS	n/a	SPRINGFIELD, MO	9	32	4	no
Eric Burlison	n/a	SPRINGFIELD, MO	6	21	n/a	no
RONALD ANTHONY ROBERTS	n/a	JACKSON, CA \| SPRINGFIELD, MO	4	36	n/a	no
Matthew Joseph Dean	n/a	SPRINGFIELD, MO	2	12	n/a	no
JEREMY ZICKEFOOSE	n/a	SPRINGFIELD, MO	1	12	n/a	no
Joey David Ledford	n/a	SPRINGFIELD, MO	1	11	n/a	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
WATTS, JAMES, BARRY	OWNER/CHIEF COMPLIANCE OFFICER	E	yes	01/2014	Oct 26, 2023	Oct 24, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JAMES WATTS	n/a	n/a	n/a	Y	no	n/a

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; showing 3 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 28, 2026	$211M	$211M	6	5	n/a	n/a
2024	Apr 24, 2025	$161M	$161M	4	4	n/a	n/a
2023	Jan 31, 2024	$114M	$113M	3	3	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
1	1	0	16.7%	0	0	0	1	2

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	$211M	$161M	30.8%	n/a	n/a	6	4	0	0

Relationships

Registered with (8)

← Joey David LedfordAdvisorregistration: current employment
May 28, 2025 to presentfactForm ADV
← JEREMY ZICKEFOOSEAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Matthew Joseph DeanAdvisorregistration: current employment
Sep 4, 2024 to presentfactForm ADV
← RONALD ANTHONY ROBERTSAdvisorregistration: current employment
Jan 19, 2022 to presentfactForm ADV
← Eric BurlisonAdvisorregistration: current employment
Sep 23, 2019 to presentfactForm ADV
← JAMES BARRY WATTSAdvisorregistration: previous registration
Jul 7, 2014 to Mar 27, 2017factForm ADV
← Zachary M ColeAdvisorregistration: previous registration
Nov 5, 2025 to Mar 10, 2026factForm ADV
← GARY SCOTT FRANKLINAdvisorregistration: previous registration
Feb 21, 2023 to Sep 11, 2024factForm ADV

Controls (1)

← WATTS, JAMES, BARRYOwnerOWNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 26, 2023 to Oct 24, 2024factForm ADV

Dated events

Occurred
Mar 10, 2026
Advisor changed firm
Zachary M Cole left Wealthcare Asset Management, Llc for Arrowstone Wealth, Llc (registered 2026-08-07)
Form ADVobserved 4 days ago
Occurred
Sep 11, 2024
Advisor changed firm
Gary Scott Franklin left Wealthcare Asset Management, Llc for Osaic Wealth, Inc. (registered 2024-09-20)
Form ADVobserved 4 days ago
Occurred
Oct 26, 2023
First Form ADV filing
Wealthcare Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:400e1bfd-04e2-b7cb-ba6c-2627540dbbdc
First observed: Oct 26, 2023
Last observed: Apr 28, 2026 4 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.

WEALTHCARE ASSET MANAGEMENT, LLC

CRD 170382

SPRINGFIELD, MO

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:400e1bfd-04e2-b7cb-ba6c-2627540dbbdc

Data as of Apr 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES BARRY WATTS

n/a

SPRINGFIELD, MO

Eric Burlison

n/a

SPRINGFIELD, MO

n/a

RONALD ANTHONY ROBERTS

n/a

JACKSON, CA | SPRINGFIELD, MO

n/a

Matthew Joseph Dean

n/a

SPRINGFIELD, MO

n/a

JEREMY ZICKEFOOSE

n/a

SPRINGFIELD, MO

n/a

Joey David Ledford

n/a

SPRINGFIELD, MO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WATTS, JAMES, BARRY

OWNER/CHIEF COMPLIANCE OFFICER

yes

01/2014

Oct 26, 2023

Oct 24, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JAMES WATTS

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$211M

n/a

2024

Apr 24, 2025

$161M

n/a

2023

Jan 31, 2024

$114M

$113M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$211M

$161M

30.8%

n/a