Health & Wealth Works LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,374,120
Clients
29
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$47,383
About
The firm serves individuals, small businesses, and employer-sponsored retirement plans by providing comprehensive financial planning, investment consultation, and ongoing portfolio management. It also offers periodic educational workshops on personal finance and investing that are described as educational and complimentary.
Portfolios are managed on a primarily non‑discretionary basis with customized investment guidelines that reflect each client’s objectives, time horizon, and reasonable account constraints; the firm relies on a blend of fundamental and technical analysis and emphasizes modern portfolio theory and passive investing with periodic rebalancing. When appropriate, the firm recommends third‑party investment managers and conducts due diligence on sub‑advisers before making referrals.
Distinctive features include managing roughly $1.2 million in client assets largely on a non‑discretionary basis—a structure that is uncommon among independent advisers—and the routine offering of complimentary educational workshops. The firm also commonly acts as a solicitor for third‑party managers and recommends particular custodial/platform solutions (for example, Betterment and Potomac Fund Management) and its principal is licensed to sell insurance and annuity products, which the firm discloses as a potential source of additional compensation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
$0 - $150,000: 1.00% annually $150,000+: 0.75% annually
$60 per hour, billed in 30-minute increments
Main office location
Health & Wealth Works LLC
Henrico VA, United States
Number of offices
1
Most active in
Health & Wealth Works LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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