Kati Jo Hays
Investment adviser representative at Wealthbridge Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$709.7MFirm assets
8 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
- Seminars and workshops
Experience
11 years in the industry.
- Wealthbridge Capital Management, LLCJan 2025 to now
- Edward JonesSep 2022 to Jan 2025
- America At Play, Inc.Mar 2015 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wealthbridge Capital Management, LLC
$709.7MAssets managed
457Clients
5Advisers
8 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
- 7604646
- Firm CRD
- 298254