Edward G. Wirwille

WEALTHCARE CAPITAL MANAGEMENT LLC

Richmond, VA 23219

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CRD#: 1721637

Professional summary

Edward Garrett Wirwille, CFP®, who also goes by Edward Wirwille, Gary Wirwille, is a registered financial advisor currently at WEALTHCARE CAPITAL MANAGEMENT LLC located in Richmond, Virginia.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Edward has worked at 12 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Wirwille | Gary Wirwille

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.

1) Expert Witness - Mr. Wirwille is an Expert Witness in divorce proceedings. Mr. Wirwille testifies as to reasonable settlement amounts in Divorce cases. Mr. Wirwille is compensated and spends less than 5% of his time in this capacity. 2) Fiduciary Auditor - Mr. Wirwille is also a Fiduciary Auditor for QP Fiduciary Review Services located in Crozier Virginia. Mr Wirwille conducts thorough reviews of plan sponsors processes, procedures and documentation as it relates to the overseeing of qualified retirement plans. Mr. Wirwille is compensated and spends approximately 5% of his time in this capacity. 3) Trustee - Mr. Wirwille acts as a trustee......

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Garrett Wirwille's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

June 23, 2008 - Present

WEALTHCARE CAPITAL MANAGEMENT LLC

Office #1: 2 James Center 1021 East Cary Street, #702, Richmond, VA 23219

RIA

CRD#: 111119

Richmond, VA

Past

February 14, 2007 - December 20, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ST. LOUIS, MO

Past

December 14, 2006 - December 20, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 11, 2001 - December 17, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

Past

July 11, 2001 - December 15, 2005

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

November 2, 2000 - June 25, 2001

FIRST CLEARING, LLC

CRD#: 17344

ST. LOUIS, MO

Past

December 5, 1997 - January 14, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

July 31, 1993 - December 10, 1997

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 21, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

November 9, 1988 - January 30, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

November 9, 1988 - January 30, 1992

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

May 25, 1988 - October 11, 1988

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

May 25, 1988 - October 11, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(6/23/2008)

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: 2/13/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 6/6/1992

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/21/1988

General Securities Representative Examination

Current Firm

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

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

Edward G. Wirwille

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Garrett Wirwille's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERICAN UNITED LIFE INSURANCE COMPANY

ONEAMERICA SECURITIES, INC.

FIRST CLEARING, LLC

FIRST UNION CAPITAL MARKETS CORP.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

WEALTHCARE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/13/2007

Series 63

Date: 1/11/1989

Series 3

Date: 6/6/1992

Series 7

Date: 5/21/1988

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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