WEALTH CARE, L.L.C., a fiduciary financial planning firm based in Merritt Island, Florida, prioritizes customer needs by ensuring that their financial plans revolve around clients' individual goals. Founded on May 8, 2003, the company adheres to ethical investment practices, accepting no commissions or kickbacks from product recommendations, thereby affirming its unwavering commitment to acting in the best interests of its clients.
Under the leadership of Rachel Podnos, a seasoned financial planner with a strong academic and professional background, including degrees from University of Florida and a Certified Financial Planner® designation from Georgetown University. She joined Wealth Care LLC in 2014 after being a member of the Florida Bar and working with an investment management firm in Maryland. The company boasts significant credentials, operating as a Fiduciary (Florida Lawful Alternative Limited Liability company), filed under number L03000017252.
Located at 405 Sims Way, Merritt Island, FL, the firm maintains open communication channels through its contact details: (321) 543-1099; (321) 505-7592; and (321) 537-7502. Wealth Care LLC operates a comprehensive online presence through its website, wealthcarellc.com.
With Steven D Podnos as the Manager, this firm continues to reinforce transparency in financial advising while holding its most recent annual report dated January 29, 2024.
KEY FACTS ABOUT WEALTH CARE, L.L.C.
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US Businesses
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Companies in Florida
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Brevard County Companies
- Company name
- WEALTH CARE, L.L.C.
- Status
- Active
- Filed Number
- L03000017252
- FEI Number
- 65-1189352
- Date of Incorporation
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May 8, 2003
Age - 24 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- https://wealthcarellc.com
- Phones
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(321) 543-1099
(321) 505-7592
(321) 537-7502
WEALTH CARE, L.L.C. NEAR ME
- Principal Address
- 405 SIMS WAY,
MERRITT ISLAND,
FL,
32952
See Also