Joseph Anthony Gairo
Investment adviser representative at Wealthcare Capital Management LLC
13 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
13 years in the industry.
- Wealthcare Capital Management, LLCOct 2022 to now
- Sei Investments CompanyJun 2016 to Oct 2022
- Temple UniversityAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7656625
- Firm CRD
- 111119