WealthBridge Capital Management, LLC logo

WealthBridge Capital Management, LLC

Updated today

Client assets under management

$709,717,823

Clients

457

32% high-net worth

Advisors

4

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

114

Very High

Average account size

$1,552,993

About

WealthBridge Capital Management provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, trusts and estates, integrating portfolio management with retirement and estate-planning advice. The firm reports roughly $710 million in discretionary assets across about 457 client relationships managed by a four-advisor team.

The firm’s investment approach is primarily long-term and discretionary, constructing diversified portfolios that rely largely on low‑cost ETFs and mutual funds while applying fundamental, technical and cyclical analysis. WealthBridge also employs managed solutions—including the Schwab Institutional Intelligent Portfolios platform and select unaffiliated independent managers—and integrates periodic rebalancing and tax-aware decisions into client plans.

Distinctive features include a program of public educational seminars on budgeting, credit, student‑loan management and retirement basics, a capability that is uncommon among peer team firms and is offered for modest per‑attendee fees. The brochure also discloses that the firm will sometimes retain legacy mutual fund share classes on in‑kind transfers and that some advisory personnel are licensed to sell insurance and may receive commission income for those sales, a potential conflict the firm identifies and manages.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) Tax-loss harvesting Wealth management

Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001+: 0.80%

Other

Account minimum: $500,000

Main office location

WealthBridge Capital Management, LLC

550 Polaris Parkway, Suite 560

Westerville OH 43082, United States

Number of offices

2

Most active in

California · Colorado · Florida · Georgia · Illinois · Louisiana · Michigan · New York · Ohio · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David S

Series 63, Series 65

Westerville, OH

WealthBridge Capital Management, LLC

David Suchland is a financial advisor with WealthBridge Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining WealthBridge in 2024, he spent 11 years with The Joseph Group Capital Management. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management services. The firm employs a primarily long-term investment approach focused on customized portfolio construction using low-cost ETFs and mutual funds, supplemented by individual securities, bonds, and options, and offers public educational seminars on financial topics.

College savings (529s, UTMA, etc.) Tax-loss harvesting Wealth management
user avatar

Ryan D

Series 63, Series 65

Westerville, OH

WealthBridge Capital Management, LLC

Ryan Dunlap is a financial advisor with WealthBridge Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Dunlap is also a licensed insurance professional, dedicating a small portion of his time to insurance-related activities. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management services. The firm employs a primarily long-term investment approach focused on customized portfolio construction using low-cost ETFs, mutual funds, and other securities, supported by fundamental, technical, and cyclical analysis.

College savings (529s, UTMA, etc.) Tax-loss harvesting Wealth management
user avatar

Kati H

Series 66

Englewood, FL

WealthBridge Capital Management, LLC

Kati Hays is a financial advisor at WealthBridge Capital Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for three years and America At Play, Inc. for seven years. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management services. The firm focuses on long-term, customized portfolio construction using low-cost ETFs and mutual funds, supported by fundamental, technical, and cyclical analysis, and offers public educational seminars on financial topics.

College savings (529s, UTMA, etc.) Tax-loss harvesting Wealth management
user avatar

Robert F

Series 65, Series 66

Westerville, OH

WealthBridge Capital Management, LLC

Robert Faulkner is a financial advisor at WealthBridge Capital Management, LLC with 24 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is a member of Northstar Studio LLC, which operates an all-star cheerleading business. WealthBridge Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management. The firm focuses on long-term, customized portfolio construction using low-cost ETFs, mutual funds, and other securities, and offers public educational seminars on financial topics.

College savings (529s, UTMA, etc.) Tax-loss harvesting Wealth management
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