Steven Kif Ladd
Investment adviser representative at Wealthcare Capital Management LLC
26 yearsExperience
1 stateRegistered in
$3.9BFirm assets
25 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
26 years in the industry.
- Wealthcare Capital Management Inc.Dec 2003 to now
- UptiqMay 2000 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 4735385
- Firm CRD
- 111119