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WEALTH CARE LLC
WealthCare helps people stretch their dollars and save money on healthcare through health savings accounts (HSAs). It was created by Alegeus and offers a...
Overview
WealthCare helps people stretch their dollars and save money on healthcare through health savings accounts (HSAs). It was created by Alegeus and offers a smart HSA with easy-to-use tools for spending and saving decisions. A concierge team gives members guidance on saving, spending, and investments. WEALTH CARE LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-03, it reported 3 employees; 821 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Location
City
Boston
Sector focus
Frequently asked questions
Who runs WEALTH CARE LLC?
No principals, executives, or governance figures are publicly identified for this entity. The firm operates entirely outside public view.
Does WEALTH CARE LLC take outside capital or co-investors?
It is not known whether the entity accepts external capital, participates in club deals, or invests alongside other institutions. No co-investor relationships have been identified.
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