Joey David Ledford
Investment adviser representative at Wealthcare Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$210.8MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- American Tax Strategies, LLCMay 2025 to now
- Wealthcare Asset Management, LLCMay 2025 to now
- Wealthcare CorporationJan 2025 to May 2025
- Funeral Directors LifeAug 2021 to Dec 2024
- Dairy Farmers of AmericaDec 2014 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wealthcare Asset Management, LLC
$210.8MAssets managed
603Clients
6Advisers
2 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
- 8102304
- Firm CRD
- 170382