Wealth CARE LLC
SEC RegisteredFiduciary Fee-Only Financial Planning and Investment Management With a Specialization in Physicians and other Healthcare Professionals
About the firm
Wealth Care LLC is a fee-only Registered Investment Advisor providing comprehensive financial planning and investment management services. Founded in 2002 by Steven D. Podnos MD, MBA, CFP®, the firm operates as an independent, fiduciary advisor that sells no products and accepts no commissions, now advising over 200 families nationwide.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and investment management, including tax planning, asset protection, and estate planning consulting, offered on both in-person and virtual bases.
Who they serve
Physicians and other healthcare professionals, as well as clients nationwide seeking comprehensive financial planning and investment management on a long-term basis.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $74M |
| High Net Worth Individuals | 125 | $563M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 25 | $33M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 million | 1.00% |
| Next $2 million | 0.50% |
| Assets over $3 million | 0.25% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealth CARE LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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