Wealthcare secures new financial partner and surpasses $9 billion AUM in first half of 2025
RICHMOND, Va. , Aug. 5, 2025 /PRNewswire/ — Wealthcare Capital Management (Wealthcare), a technology-enabled RIA that supports independent financial advisors, has continued to increase its accelerated growth trajectory in the first half of 2025 and secured a new financial partner to help them reach the next stage of their growth strategy. Wealthcare’s new partner, Sammons Financial Group, and the firm’s sustained momentum validate its commitment to empowering advisors with flexible solutions to drive growth and deliver unparalleled client service.
Key Highlights of Wealthcare’s Remarkable 2025 Achievements:
1. Closed on new partnership with Sammons Financial Group: Sammons acquired Wealthcare from its former partner, NewSpring Holdings, in July.
2. Continued Growth Across Affiliation Channels: So far in 2025, seven new advisors have joined Wealthcare, expanding the firm’s national presence to 191 advisors in 29 states.
3. Achieved $9 Billion in Regulatory Assets Under Management (AUM): As of June 30, 2025, Wealthcare surpassed $9 billion in AUM for the first time in its history.
4. Exceeded $870M in Advisor-Driven Models: Wealthcare’s innovative solution, ‘advisor-driven models,’ has surpassed $870 million in assets under management. This solution empowers advisors who use their own investment models while outsourcing trading and rebalancing, reflecting Wealthcare’s flexibility and commitment to meeting diverse advisor needs.
“Our growth to-date in 2025 has been tremendous,” said President and CEO Matt Regan. “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. Our advisors and staff are critical to our firm’s overall success. We wouldn’t be where we are today without them, and we remain fully committed to offering flexible solutions and support to help them thrive.”
Wealthcare offers Flexible Affiliation Models, allowing financial advisors to partner with the firm on the terms that will enable them to meet their clients’ needs best, including hybrid and fee-only 1099, W2, and acquisition options. Wealthcare’s flexible approach allows advisors to maintain as much or as little independence as they want, while benefitting from everything Wealthcare has to offer.
Wealthcare remains focused on delivering exceptional value and support to its advisors, including unparalleled flexibility and industry-leading back- and middle-office support. The firm looks forward to building on its successes, exploring new opportunities in the financial advisory landscape, and welcoming additional advisors to the Wealthcare community.
About Wealthcare
Wealthcare is the architect of the original goals-based planning and investing methodology 26 years ago and holds 12 patents on its established goals management process. Powered by its patented Comfort Zone®, ‘Wealthcare’s approach features innovative, personalized experiences and step-by-step tools that create deeper relationships between advisors and investors. Wealthcare empowers firms and advisors to go independent and grow their advisory businesses by providing GDX360® – ‘Wealthcare’s proven fiduciary process that seamlessly integrates planning, investing, and trading – and a full-suite of practice-management services. Wealthcare is comprised of three RIAs, Wealthcare Advisory Partners LLC, Wealthcare Capital Management LLC, and Wealthcare Capital Partners LLC. Learn more at www.wealthcaregdx.com.
About Sammons Financial Group
The companies of Sammons Financial Group® help families and businesses by empowering futures and changing lives. Sammons Financial Group is employee owned with member companies that are among the most enduring and stable in the financial services industry. Sammons Financial Group is Midwest-based, with offices in Iowa, Illinois, Minnesota, North Dakota, Ohio, and South Dakota.
SOURCE Wealthcare
