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Diane Lynn Dixon

Investment adviser representative at Wealthcare Capital Management LLC
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

30 years in the industry.

  1. Wealthcare Capital Management Inc.Nov 2012 to now
  2. Keeper Collection, LLCMay 2005 to now
  3. Gens Du Monde, LLCApr 2004 to now
  4. D EnterprisesJun 1996 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
2246207
Firm CRD
111119
Advisor's SEC record (opens in a new tab)
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