DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
W••••••••• A•••• M••••••••• L••
Latest filing Apr 28, 2026
First filing on the tape Oct 26, 2023 · 17 filings
SEC status approved since Nov 27, 2023
RAUM
$211M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$201M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$35.1M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$211M as of Apr 28, 2026
Jan 31, 2024$114M then
HNW client RAUM$92.4M as of Apr 28, 2026
Jan 31, 2024$46.9M then
State-registered IARs (5.B.3)6 as of Apr 28, 2026
Jan 31, 20243 then
Employees (5.A)6 as of Apr 28, 2026
Jan 31, 20243 then
Private funds: no history
RAUM +31% over the last fiscal yearIARs 4 to 6
Practice profile
derived from the filing of Apr 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $35.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 98derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $191,088derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +39%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$108M51%
- High-net-worth individuals$92.4M44%
- Pension and profit-sharing plans$8.3M3.9%
- Corporations and businesses$1.5M0.7%
- Charitable organizations$163,3550.1%
- Individual clients
- 544reported
- HNW clients
- 42reported
- Pension plan clients
- 11reported
- Charitable clients
- 4reported
- Accounts
- 1,103reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• B•••• W•••• | Springfield, Mo | Jul 7, 2017 | 32 y | 4 |
| E••• B••••••• | Springfield, Mo | Sep 23, 2019 | 21 y | 0 |
| R••••• A•••••• R•••••• | Jackson, Ca | Jan 19, 2022 | 36 y | 0 |
| M•••••• J••••• D••• | Springfield, Mo | Sep 4, 2024 | 12 y | 0 |
| J••••• Z••••••••• | Springfield, Mo | Jan 2, 2025 | 12 y | 0 |
| J••• D•••• L•••••• | Springfield, Mo | May 28, 2025 | 11 y | 0 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 17% of current headcount2 left over 36 months
Left, latest
- Z•••••• M• C••• to A••••••••• W•••••• L••Mar 10, 2026 · RIA to a state-registered adviser
- G••• S•••• F••••••• to O•••• W•••••• I•••Sep 11, 2024 · RIA to affiliated broker-dealer or bank
- J•••• B•••• W•••• to R•••• I••••••••• A••••••• L••Mar 27, 2017 · Other
Joined, latest
- Z•••••• M• C••• from U••• B•••••• I••••••••• I•••Nov 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- J•••• B•••• W•••• from R•••• I••••••••• A••••••• L••Jul 7, 2017 · Other
- J•••• B•••• W•••• from I••••••••• C••••••••• G••••• L•••••Jul 7, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- W••••• J••••• B•••• · Owner/Chief Compliance Officercontrolsince 01/2014 · owns 75% or more
Related persons
Schedule D 7.A
- J•••• W••••real estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Springfield, Mo · principal | 6 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 502 to 1,103Mar 10, 2026 to Apr 28, 2026
- HNW clients · 44 to 42Mar 10, 2026 to Apr 28, 2026
- Individual clients · 451 to 544Mar 10, 2026 to Apr 28, 2026
- Pension plan clients · 1 to 11Mar 10, 2026 to Apr 28, 2026
- Discretionary RAUM · $197M to $211MMar 10, 2026 to Apr 28, 2026
- HNW RAUM · $93.8M to $92.4MMar 10, 2026 to Apr 28, 2026
- Individual RAUM · $103M to $108MMar 10, 2026 to Apr 28, 2026
- Pension RAUM · $86,806 to $8.3MMar 10, 2026 to Apr 28, 2026
- RAUM · $197M to $211MMar 10, 2026 to Apr 28, 2026
- Advisory employees · 6 to 5Feb 24, 2026 to Mar 10, 2026
- Employees · 7 to 6Feb 24, 2026 to Mar 10, 2026
- State-registered IARs · 7 to 6Feb 24, 2026 to Mar 10, 2026
- Accounts · 832 to 502Nov 5, 2025 to Feb 24, 2026
- Charity clients · 2 to 4Nov 5, 2025 to Feb 24, 2026
- Corporate clients · 6 to 2Nov 5, 2025 to Feb 24, 2026
- HNW clients · 36 to 44Nov 5, 2025 to Feb 24, 2026
- Individual clients · 387 to 451Nov 5, 2025 to Feb 24, 2026
- Pension plan clients · 11 to 1Nov 5, 2025 to Feb 24, 2026
- Assets in custody · 2514505.0 to unsetNov 5, 2025 to Feb 24, 2026
- Employees · 6 to 7Nov 5, 2025 to Feb 24, 2026
- State-registered IARs · 6 to 7Nov 5, 2025 to Feb 24, 2026
- Discretionary RAUM · $161M to $197MNov 5, 2025 to Feb 24, 2026
- HNW RAUM · $65.6M to $93.8MNov 5, 2025 to Feb 24, 2026
- Individual RAUM · $87.5M to $103MNov 5, 2025 to Feb 24, 2026
- Pension RAUM · $6.6M to $86,806Nov 5, 2025 to Feb 24, 2026
- RAUM · $161M to $197MNov 5, 2025 to Feb 24, 2026
- Advisory employees · 5 to 6May 28, 2025 to Nov 5, 2025
- Employees · 5 to 6May 28, 2025 to Nov 5, 2025
- State-registered IARs · 5 to 6May 28, 2025 to Nov 5, 2025
- State-registered IARs · 4 to 5Apr 24, 2025 to May 28, 2025
- Advisory employees · 4 to 5Apr 24, 2025 to May 28, 2025
- Employees · 4 to 5Apr 24, 2025 to May 28, 2025
- Financial planning clients · unset to Apr 24, 2025 to May 28, 2025
- Accounts · 749 to 832Jan 2, 2025 to Feb 26, 2025
- Charity clients · unset to 2.0Jan 2, 2025 to Feb 26, 2025
- Corporate clients · unset to 6.0Jan 2, 2025 to Feb 26, 2025
- Individual clients · 511 to 387Jan 2, 2025 to Feb 26, 2025
- Pension plan clients · unset to 11.0Jan 2, 2025 to Feb 26, 2025
- Assets in custody · $8.9M to $2.5MJan 2, 2025 to Feb 26, 2025
- Discretionary RAUM · $131M to $161MJan 2, 2025 to Feb 26, 2025
Signals
3 dated events
- Z•••••• M• C••• left W••••••••• A•••• M••••••••• L•• for A••••••••• W•••••• L•• (registered 2026-08-07)Mar 10, 2026 · Advisor changed firm · fact
- G••• S•••• F••••••• left W••••••••• A•••• M••••••••• L•• for O•••• W•••••• I••• (registered 2024-09-20)Sep 11, 2024 · Advisor changed firm · fact
- W••••••••• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Oct 26, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- b••••••• email
- p•••••••••@w•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- b••••••• phone
- 417-882-1726reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/wealthcarecorporationreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 417-865-0936reportedpublic record, Form ADV, Apr 28, 2026
- Team page
- w•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $35.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026