Stephen Daniel Podnos
Investment adviser representative at Wealth Care LLC
40 yearsExperience
2 statesRegistered in
$668.6MFirm assets
20 yearsFirm in business
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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
40 years in the industry.
- Wealth Care LLCMay 2003 to now
- Stephen Daniel PodnosFeb 2003 to now
- Brevard Pulmonary SpecialistsOct 1986 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Wealth Care LLC
$668.6MAssets managed
236Clients
3Advisers
20 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
- 4642467
- Firm CRD
- 125799