Wealthmd Corporation

wealthMD Corporation is a registered investment adviser established in April 2006 with $212,874,295 assets under management as of December 31, 2024. The firm offers investment management services primarily utilizing mutual funds and ETFs, with a focus on asset allocation and ongoing management based on client needs and objectives. Clients are required to enter into written agreements detailing services and fees, which are charged as a percentage of assets under management. The firm recently added a Retire RN Division tailored to nursing professionals. wealthMD's investment strategies consider risk tolerance, financial goals, and market analysis, with a focus on long-term investments. The firm does not charge performance-based fees and serves individuals, high net worth individuals, and trusts without imposing a minimum portfolio size or annual fee requirement. Clients are encouraged to discuss their financial situation regularly, and the firm conducts financial reviews upon request. wealthMD does not have any disciplinary history and does not compensate for client referrals. The firm does not have physical custody of client assets but may have authority for fee deduction with client consent. Clients receive quarterly account statements from the custodian, and the firm does not vote on client securities or participate in class action lawsuits on behalf of clients. Financially, wealthMD has no conditions impairing its ability to meet contractual commitments.