# WealthBridge Capital Management

WealthBridge Capital Management is a Bank / Wealth / Trust based in Westerville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westerville, United States
- **Region:** North America
- **Address:** Westerville, OH, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** wealthbridgecm.com
- **LinkedIn:** https://www.linkedin.com/company/wealthbridge-capital-management

## Regulatory record

- **CRD number:** 298254
- **SEC file number:** 801-113924
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298254

## About

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. 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.

## Sectors

- Wealth Management
- Financial Planning
- Pension Consulting

## 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.

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- [Wealtharch Investment Services](https://altss.com/profile/wealtharch-investment-services)
- [WealthBuilders Investments](https://altss.com/profile/wealthbuilders-investments)

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Last updated: 2026-08-11T02:43:31.692Z

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