# WealthMD

WealthMD is a Bank / Wealth / Trust based in Louisville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Louisville, United States
- **Region:** North America
- **Address:** Louisville, KY, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** wealthmd.net
- **LinkedIn:** https://www.linkedin.com/company/wealthmdretirern

## Regulatory record

- **CRD number:** 140498
- **SEC file number:** 801-80639
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140498

## About

Founded in 2006 and headquartered in Louisville, Kentucky, WealthMD Corporation is registered with the SEC as an investment adviser serving individuals, high-net-worth families, and trusts. The firm positions itself as a bridge between conventional portfolio management and the institutional-grade alternative investments that historically were difficult for private clients to access directly. Its client base draws primarily from the greater Louisville region and surrounding states, though the firm does not publicly detail its geographic reach beyond this core market. WealthMD's investment approach spans portfolio management, retirement planning, and alternative-investment sourcing. The firm constructs multi-asset portfolios that mix traditional public-market exposures with direct allocations to private real estate, private credit instruments, and select hedge-fund strategies. Stage coverage is not rigid — WealthMD evaluates opportunities across the capital structure, participating in real estate equity, bridge lending, and direct co-investment structures when its due diligence supports the risk profile. The firm has not disclosed specific portfolio-company names or deal-level examples in publicly available records. The firm is leanly staffed and privately structured, with no disclosed headcount, no external capital-raising vehicles, and no known affiliated philanthropic foundations or operating businesses. In September 2024, WealthMD Corporation filed its annual Form ADV amendment reflecting its continued focus on high-net-worth individuals and trusts in the Louisville market — confirming, without fanfare, the firm's steady-state advisory posture (per SEC filings, September 2024). WealthMD's most notable structural feature is its direct alternative-investment capability — unusual for a firm of its size and location. Most boutique registered investment advisers in mid-sized US cities outsource alternatives to platforms or fund-of-funds managers. WealthMD's compliance architecture, reflected in its SEC registration, allows the firm to serve as a principal conduit for sourcing, diligence, and monitoring of private-market exposures on behalf of its clients — a model that compresses a layer of fees and aligns the adviser more closely with asset outcomes than with product distribution.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## Questions

### How does WealthMD structure its alternative-investment offering for private clients?

WealthMD operates as both a traditional portfolio manager and a direct access point for alternatives, including private real estate, private credit, and hedge-fund strategies. The firm sources, diligences, and monitors these exposures directly rather than layering on third-party fund-of-funds platforms, which can compress fees and align the advisory relationship more closely with asset performance. Specific fund or deal structures are not publicly detailed.

### Does WealthMD serve only Kentucky-based clients?

The firm is headquartered in Louisville and draws its core client base from the surrounding region, but its SEC registration does not limit it to Kentucky residents. WealthMD serves individuals, high-net-worth families, and trusts — the geographic distribution of those clients beyond the Louisville area has not been publicly disclosed.

### What investment stages or capital structures does WealthMD target in private markets?

WealthMD evaluates opportunities across the capital structure, including real estate equity, bridge lending, and direct co-investment structures. It does not restrict itself to a single stage or capital-stack position — the approach is driven by the risk-return profile of each individual opportunity as assessed through the firm's internal diligence process.

## Related profiles

- [Wealthmark](https://altss.com/profile/wealthmark)
- [WealthOne](https://altss.com/profile/wealthone)

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Last updated: 2026-06-03T20:00:00.000Z

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