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WealthBridge Capital Management
WealthBridge Capital Management was founded in 2018 and is headquartered in Westerville, Ohio. The firm registered as an investment advisor to serve...
WealthBridge Capital Management
WealthBridge Capital Management was founded in 2018 and is headquartered in Westerville, Ohio. The firm registered as an investment advisor to serve individuals, high-net-worth clients, trusts, and estates, positioning itself in the suburban Columbus wealth corridor rather than a coastal financial center. Its founding team built the practice around integrated wealth services, not a single investment product. The firm's advisory model spans three distinct service lines: portfolio management, comprehensive financial planning, and pension consulting. This bundling means clients can receive asset allocation and security selection alongside retirement income modeling and fiduciary plan reviews. The approach addresses both accumulation and distribution phases, a combination that typically attracts established professionals, business owners, and trustees managing intergenerational assets. WealthBridge serves a client base that spans individual retail accounts, high-net-worth households, and institutional trustees. The inclusion of pension consulting suggests the firm also advises on employer-sponsored retirement plans, potentially serving small-to-midsize businesses in the Central Ohio region. While specific portfolio holdings, total regulatory assets, and advisor headcount are not publicly disclosed, the service mix implies a team with competencies across investment management, tax-aware planning, and ERISA fiduciary frameworks. The firm's structural differentiator is its consolidation of three advisory disciplines — investment management, personal financial planning, and retirement plan consulting — under one RIA roof. This architecture allows WealthBridge to compete with bank trust departments and larger regional RIAs by offering bundled fiduciary services without the product-distribution pressures of a broker-dealer affiliation.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Westerville
Corporate office
Westerville, OH, United States
Sector focus
Frequently asked questions
What services does WealthBridge Capital Management offer?
WealthBridge provides three primary service lines: portfolio management, financial planning, and pension consulting. This combination allows the firm to manage client investments directly while also advising on retirement readiness and employer-sponsored retirement plan fiduciary duties. The bundled model is designed to serve individuals, high-net-worth families, trusts, and estates through a single advisory relationship.
Who is WealthBridge Capital Management's typical client?
The firm serves individuals, high-net-worth households, trusts, and estates. The addition of pension consulting extends its client base to businesses that sponsor retirement plans. This mix suggests a focus on professionals, business owners, and trustees in Central Ohio who need coordinated investment and planning advice rather than standalone portfolio management.
Is WealthBridge a fiduciary?
As a registered investment advisor, WealthBridge operates under a fiduciary standard for its advisory clients, meaning it is legally obligated to put client interests ahead of its own. Its pension consulting work extends that fiduciary posture to employer-sponsored retirement plans, where it likely advises plan sponsors on investment menu construction, provider selection, and ongoing ERISA compliance.
How does WealthBridge charge for its services?
Public records indicate the firm derives compensation from advisory fees tied to assets under management, as well as fixed or hourly charges for financial planning and consulting engagements. Pension consulting services may be billed directly to the plan sponsor or deducted from plan assets, depending on the engagement structure. Specific fee schedules have not been made publicly available by the firm.
Does WealthBridge Capital Management manage commingled funds or direct investments?
WealthBridge does not appear to operate commingled investment vehicles. Its regulatory filings describe the firm's investment management as discretionary and non-discretionary portfolio management for individual client accounts. Client assets are typically custodied at third-party institutions, with WealthBridge directing investment decisions within separately managed account structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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