WealthCare Asset Management, LLC logo

WealthCare Asset Management, LLC

Updated today

Client assets under management

$196,668,467

Clients

495

9% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

99

High

Average account size

$397,310

About

WealthCare Asset Management advises individuals (including high‑net‑worth clients), trusts, pension and corporate clients on discretionary asset management, investment consulting, ERISA plan services and sub‑advisory arrangements. The firm constructs portfolios using stocks, bonds, mutual funds, ETFs, options and other public and private securities and provides periodic client communications such as newsletters.

The firm’s investment process emphasizes active, technically driven risk management rather than passive buy‑and‑hold allocation, using charting, cyclical and technical indicators (for example MACD and average daily trading volume) with a proprietary, confidential weighting of signals and a disciplined “sell‑side” focus. WealthCare employs a mix of long‑term, short‑term and trading strategies as appropriate to client objectives, may hire sub‑advisors, and manages held‑away retirement plan participant accounts through a third‑party platform.

Noteworthy distinctions include the firm’s explicit use of options and other derivatives within managed accounts and separately managed strategies, and a stated practice of using client testimonials in advertising—both of which are less common among similar team firms. The brochure also highlights a broad set of ancillary services (pension maximization, insurance and long‑term care auditing, reverse mortgage coordination, and identity‑theft/senior‑abuse mitigation), a proprietary technical model, quarterly reviews, and a typical $500,000 account minimum (exceptions possible).

Client services

Portfolio management Selection of other advisers Sub-advisory services

Expertise

Retirement income strategy Social Security optimization Medicare planning Debt management General estate planning guidance

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

ERISA Plan Services may be charged as a flat fee (amount not specified).

Percentage

up to 3.00% annually (negotiable)

Other

Account minimum: $500,000

Main office location

WealthCare Asset Management, LLC

2847 S. Ingram Mill Road, Suite B102

Springfield MO 65804, United States

Number of offices

1

Most active in

Arkansas · California · Illinois · Kansas · Missouri · 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

Jeremy Z

Series 65

Springfield, MO

WealthCare Asset Management, LLC

Jeremy Zickefoose is a financial advisor at WealthCare Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Globe Life - Liberty National. Outside of finance, he owns and operates White Tornado Cleaning Services, a commercial janitorial business. WealthCare Asset Management serves individuals, trusts, pension, and corporate clients with discretionary asset management and investment consulting. The firm utilizes active, technically driven risk management and incorporates options and derivatives within managed accounts, offering a range of ancillary services alongside portfolio management.

Retirement income strategy Social Security optimization Medicare planning Debt management General estate planning guidance Founder/Business Owner Retired
user avatar

Eric B

Series 65

Springfield, MO

WealthCare Asset Management, LLC

Eric Burlison is a financial advisor at WealthCare Asset Management, LLC with six years of industry experience. He holds a Series 65 designation and has held roles in the Missouri General Assembly and the United States House of Representatives. In addition to his advisory work, he is involved with American Tax Strategies, LLC as an insurance agent. WealthCare Asset Management advises individuals, trusts, pension, and corporate clients on discretionary asset management and investment consulting. The firm employs an active, technically driven risk management approach using proprietary models and options strategies, and offers a range of ancillary services including pension maximization and identity-theft mitigation.

Retirement income strategy Social Security optimization Medicare planning Debt management General estate planning guidance Founder/Business Owner Retired
user avatar

James W

Series 63, Series 65

Springfield, MO

WealthCare Asset Management, LLC

James Watts is a financial advisor with WealthCare Asset Management, LLC in Springfield, MO, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with WealthCare Asset Management since 2014 and is also involved with American Tax Strategies, LLC. Outside of financial services, he owns and operates Wattswood Farms, a livestock farm. WealthCare Asset Management advises individuals, trusts, pension, and corporate clients on discretionary asset management and investment consulting, employing an active, technically driven risk management approach that incorporates stocks, bonds, mutual funds, ETFs, options, and other securities. The firm also provides a range of ancillary services and emphasizes the use of options and derivatives within managed accounts.

Retirement income strategy Social Security optimization Medicare planning Debt management General estate planning guidance Founder/Business Owner Retired
user avatar

Joey L

Series 65

Springfield, MO

WealthCare Asset Management, LLC

Joey Ledford is a financial advisor at WealthCare Asset Management, LLC in Springfield, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at American Tax Strategies, LLC and Funeral Directors Life. He is also involved with American Tax Strategies, LLC as an insurance agent, dedicating approximately five percent of his time to this activity. WealthCare Asset Management serves individuals, trusts, pension, and corporate clients with discretionary asset management and investment consulting. The firm employs an active, technically driven risk management approach, incorporating options and derivatives, and offers a range of ancillary services including pension maximization and identity-theft mitigation.

Retirement income strategy Social Security optimization Medicare planning Debt management General estate planning guidance Founder/Business Owner Retired
user avatar

Matthew D

Series 65

Springfield, MO

WealthCare Asset Management, LLC

Matthew Dean is a financial advisor at WealthCare Asset Management, LLC in Springfield, MO, holding a Series 65 credential with one year of industry experience. He has previously worked at WealthCare Corporation and is also involved with American Tax Strategies, LLC as a Medicare insurance broker. WealthCare Asset Management advises individuals, trusts, pension, and corporate clients on discretionary asset management and investment consulting, employing an active, technically driven risk management approach with a mix of long-term, short-term, and trading strategies tailored to client objectives.

Retirement income strategy Social Security optimization Medicare planning Debt management General estate planning guidance Founder/Business Owner Retired
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