#United States #Richmond #financial advisors #Wealthcare Capital Management #Sammons Financial Group

Wealthcare Capital Management Reports Outstanding Growth in 2025

Wealthcare Capital Management (often known as Wealthcare) has made headlines once again, this time due to its noteworthy partnership with Sammons Financial Group and a remarkable achievement of surpassing $9 billion in assets under management (AUM) during the first half of 2025. This collaborative move is poised to fortify Wealthcare's growth strategy as they continue to empower financial advisors across the nation.

Key Developments in 2025

New Partnership with Sammons Financial Group

In July, Wealthcare finalized a critical partnership with Sammons Financial Group, which recently acquired Wealthcare from its former partner, NewSprings Holdings. This strategic alliance is not only a testament to Wealthcare’s ongoing achievements but also reinforces its commitment to delivering impactful solutions for independent financial advisors.

Expansion of Advisor Network

The company continues to broaden its reach by welcoming seven new advisors into its network in the first half of 2025. This expansion has pushed Wealthcare's advisor count to an impressive 191 across 29 states, thus enhancing its national presence in the financial advisory landscape.

Surpassing a Major Financial Milestone

Achieving a new height, Wealthcare has officially exceeded $9 billion in AUM as of June 30, 2025. This milestone marks a first for the firm, showcasing its ability to adapt and thrive in an ever-changing financial environment.

Growth in Advisor-Driven Models

Wealthcare's innovative 'advisor-driven models' have gained significant traction, accumulating over $870 million in assets under management. These models empower advisors by allowing them to use their own investment strategies while benefiting from Wealthcare’s comprehensive trading and rebalancing services. This flexibility highlights the company's commitment to customizing its offerings to meet the diverse needs of its advisors.

Statement from Leadership

Matt Regan, the President and CEO of Wealthcare, expressed enthusiasm over the firm’s growth trajectory in 2025. He anticipates continued momentum, stating, “Our growth to-date in 2025 has been tremendous. We expect to see continued, if not accelerated, momentum through the end of the year and beyond, thanks, in part, to our new relationship with Sammons Financial Group.” Regan further acknowledged the crucial role of advisors and staff in the firm's success, emphasizing their dedication to offering robust support and solutions that optimize advisor performance.

Flexible Affiliation Models

Wealthcare prides itself on its Flexible Affiliation Models, which cater to the unique partnership preferences of financial advisors. This model allows advisors to retain varying degrees of independence while leveraging the extensive resources Wealthcare provides. Options include hybrid arrangements and fee-only structures, catering to the specific needs of each advisor.

Commitment to Excellence

Wealthcare’s focus on exceptional value and support is reflected in its commitment to unparalleled flexibility and industry-leading back- and middle-office services. As the firm looks to the future, it aims to continue enhancing its value proposition and encouraging growth among its advisors.

About Wealthcare

For over 26 years, Wealthcare has been a pioneer in the goals-based planning and investment methodology. The company holds 12 patents for its innovative goals management process and operates under a patented Comfort Zone®. Wealthcare empowers advisory firms and individual advisors alike by offering GDX360®, a fiduciary process designed to seamlessly integrate planning, investment, and trading with a full suite of practice management services. The company consists of three Registered Investment Advisors: Wealthcare Advisory Partners LLC, Wealthcare Capital Management LLC, and Wealthcare Capital Partners LLC. For more information, visit www.wealthcaregdx.com.

About Sammons Financial Group

Sammons Financial Group, known for its employee-owned model, empowers individuals and families by changing lives and ensuring financial stability. With a presence in multiple Midwestern states, including Iowa, Illinois, Minnesota, North Dakota, Ohio, and South Dakota, Sammons is recognized for its enduring commitment to financial service excellence.

With this partnership, Wealthcare is set to further enhance its capabilities, ensuring continued success and exceptional service for financial advisors.