Wealthcare's Growth and New Partnership Exceed $9 Billion AUM

Wealthcare Secures A New Financial Partnership

Wealthcare Capital Management, a pioneering technology-enabled Registered Investment Advisor (RIA), has made remarkable strides in the first half of 2025. The firm has established a partnership with Sammons Financial Group, reinforcing its commitment to enhance the support provided to independent financial advisors. This strategic collaboration aims to drive the next phase of Wealthcare's ambitious growth strategy, ensuring the delivery of unparalleled service and innovative, flexible solutions to advisors and their clients.

Key Achievements of Wealthcare in 2025

The performance of Wealthcare Capital Management has been impressive during this period, showcasing growth and expansion. The firm has reached new heights with several significant achievements:

1. Formation of Partnership with Sammons Financial Group: The acquisition of Wealthcare by Sammons Financial Group signifies a key milestone. With this partnership, Wealthcare aims to leverage new resources and expertise to benefit its advisors.
2. Increased Advisor Network: In 2025, Wealthcare welcomed seven new advisors, expanding its national network to a total of 191 advisors across 29 states. This growth reflects the firm’s ability to attract top-tier talent in the financial advisory sector.
3. Surpassing $9 Billion in Assets Under Management: Wealthcare achieved a historic milestone by surpassing $9 billion in Regulatory Assets Under Management (AUM) as of June 30, 2025. This accomplishment illustrates the firm’s steady growth and continued appeal in the financial industry.
4. Growth in Advisor-Driven Models: Furthermore, Wealthcare has exceeded $870 million in its innovative 'advisor-driven models' solution. This approach empowers advisors to utilize their own investment strategies while outsourcing certain operational tasks, highlighting the firm's adaptability.

President and CEO Matt Regan expressed enthusiasm about the firm’s growth trajectory: "Our progress up to this point in 2025 has been incredible. We anticipate continued growth and momentum, especially with the support of our new partner, Sammons Financial Group. Our team's dedication plays a crucial role in our success, and we’re committed to providing the necessary tools for their success."

Wealthcare's Flexible Affiliation Models

Wealthcare is dedicated to empowering financial advisors by offering various Flexible Affiliation Models. These models allow advisors to select the partnership terms that best suit their business objectives and client needs. Options include hybrid and fee-only arrangements, as well as W2 and 1099 structures. This flexibility enables advisors to maintain a level of independence while harnessing the robust resources Wealthcare provides.

Enhancing Advisor Support

Focus on delivering exceptional value remains a priority for Wealthcare. The firm prides itself on offering unmatched flexibility alongside industry-leading administrative and operational support. Wealthcare aims to facilitate deeper connections between advisors and clients, promoting a more personalized approach that benefits both parties in their financial journeys.

About Wealthcare

Wealthcare is renowned for creating the original goals-based planning and investing methodology over 26 years ago. With 12 patents related to its innovative goals management process, Wealthcare maintains a commitment to delivering personalized, results-oriented financial experiences. The firm offers GDX360, a comprehensive fiduciary process integrating planning, investing, and trading, complemented by a suite of practice management services. Wealthcare consists of three Registered Investment Advisors: Wealthcare Advisory Partners LLC, Wealthcare Capital Management LLC, and Wealthcare Capital Partners LLC.

About Sammons Financial Group

Sammons Financial Group is committed to guiding families and businesses toward a secure future. As an employee-owned organization, its member companies are recognized for their stability within the financial services industry. The group operates in multiple states, including Iowa, Illinois, Minnesota, North Dakota, Ohio, and South Dakota, fostering a culture of empowering futures and transforming lives.

Frequently Asked Questions

What is Wealthcare Capital Management?

Wealthcare Capital Management is a technology-enabled RIA supporting independent financial advisors with flexible solutions and exceptional services.

What notable achievement did Wealthcare reach in 2025?

In 2025, Wealthcare surpassed $9 billion in assets under management, marking a significant milestone in its growth.

Who is Wealthcare's new financial partner?

Wealthcare has partnered with Sammons Financial Group, which acquired Wealthcare from NewSprings Holdings.

How does Wealthcare support financial advisors?

Wealthcare offers flexible affiliation models and innovative tools designed to empower advisors to serve their clients effectively.

What is the GDX360 process offered by Wealthcare?

The GDX360 is Wealthcare's fiduciary process that integrates planning, investing, and trading, providing advisors with a comprehensive framework for client service.

About The Author

Dedicated Author and financial expert Logan Wright here, 29 years old. After earning an economics degree, I spent a number of years working in different financial industries. My great passion is enabling everyone, from any background or experience level, to understand and be literate in financial matters.

My books and writings are centered on simplifying difficult financial ideas into doable, understandable guidance. Whether it's retirement planning, investing, or budgeting, I want to arm readers with the information they need to make wise financial choices and realize their financial objectives.

Apart from writing, I also frequently post to financial blogs and organize webinars and workshops targeted at enlightening participants about personal finance. Always, my strategy is to offer concise, doable advice that can truly improve people's lives.

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