William Hartwell Cox
Investment adviser representative at Wealthcare Capital Management LLC
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$3.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Wealthcare Capital Management LLCJul 2021 to now
- Self EmployedAug 2010 to now
- Elite Investment Team, LLCApr 2019 to Jan 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthcare Capital Management LLC
$3.9BAssets managed
5,691Clients
31Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2143012
- Firm CRD
- 111119