David Brian Loeper | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Brian Loeper, who also goes by David B. Loeper, David Bryan Loeper, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1984. David had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 8 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

David B. Loeper | David Bryan Loeper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 24, 2003 - November 11, 2014

WEALTHCARE CAPITAL MANAGEMENT LLC

RIA

CRD#: 111119

RICHMOND, VA

Past

May 2, 2001 - December 3, 2001

GROVE POINT INVESTMENTS, LLC

BD

CRD#: 1763

ROCKVILLE, MD

Past

August 14, 1989 - June 21, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD

CRD#: 6124

CHARLOTTE, NC

Past

June 17, 1987 - July 17, 1989

GS2 SECURITIES, INC.

BD

CRD#: 14745

MILWAUKEE, WI

Past

November 15, 1984 - May 20, 1987

CENTURY INVESTORS OF AMERICA, INC.

BD

CRD#: 5322

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WC

WEALTHCARE CAPITAL MANAGEMENT LLC

CRD#: 111119 / SEC#: 801-60183

RIA

Registered Investment Advisory firm - (4/19/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/31/1990

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 11/16/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

Series 7

Date: 6/20/1987

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 11/14/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

RR

Series 8

Date: 7/16/1996

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

RR

Series 24

Date: 5/2/1988

General Securities Principal Examination

Current Firm

WC

WEALTHCARE CAPITAL MANAGEMENT LLC

CRD#: 111119 / SEC#: 801-60183

RIA

Registered Investment Advisory firm - (4/19/2001 Approved)

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Contact information

Main Address

2 James Center 1021 East Cary Street, #702, Richmond, VA 23219

Mailing Address

600 East Main Street Suite 1240, Richmond, VA 23219

Phone number

(804) 644-4711

Established

Firm type

Fiscal year end

# of Employees

53

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WCM DISCLOSURE BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	11,564
AUM (Assets Under Management)	$ 3,030,880,135

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David B. Loeper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GROVE POINT INVESTMENTS, LLC

FIRST UNION CAPITAL MARKETS CORP.

GS2 SECURITIES, INC.

CENTURY INVESTORS OF AMERICA, INC.

Primary Firm SEC Registration

WEALTHCARE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/1990

Series 63

Date: 11/16/1984

Series 7

Date: 6/20/1987

Series 6

Date: 11/14/1984

Series 8

Date: 7/16/1996

Series 24

Date: 5/2/1988

Current Firm

WEALTHCARE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHCARE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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