Holly A. Sharp

WEALTHCARE CAPITAL MANAGEMENT LLC

Richmond, VA 23219

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CRD#: 2806546

Professional summary

Holly A Sharp, who also goes by Holly Anne Sharp, Holly Anne Singleton, is a registered financial advisor currently at WEALTHCARE CAPITAL MANAGEMENT LLC located in Richmond, Virginia and LPL FINANCIAL LLC located in Richmond, Virginia.

Holly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Holly has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Holly Anne Sharp | Holly Anne Singleton

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. 8/3/2020 - WealthCare Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2019 - 400 Hours Per Month/20 Hours During Securities Trading - Time Spent 50%. 2. 8/4/2020 - Wealthcare Advisory Partners - DBA: (Hybrid) Wealthcare Capital Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 04/01/2019 - 400 Hours Per Month/20 Hours During Securities Trading - Time Spent 50%. 3. 8/4/2020 - Wealthcare Advisory Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 04/01/2019 - 400 Hours Per Month/20 Hours During Securities Trading - Time Spent 50% - I provide administrative support to Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 04/2019. I expect to spend approximately 400 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holly A Sharp'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®

None

Experience

Current

April 8, 2019 - Present

WEALTHCARE CAPITAL MANAGEMENT LLC

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

RIA

CRD#: 111119

Richmond, VA

Current

August 3, 2020 - Present

LPL FINANCIAL LLC

Office #1: 1021 East Cary St., Suite 702, Richmond, VA 23219

RIA

CRD#: 6413

Richmond, VA

Past

March 12, 2009 - April 9, 2019

CAPITOL SECURITIES MANAGEMENT, INC.

RIA

CRD#: 14169

GLEN ALLEN, VA

Past

March 12, 2009 - April 9, 2019

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

GLEN ALLEN, VA

Past

September 3, 2008 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

RICHMOND, VA

Past

July 3, 2008 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

RICHMOND, VA

Past

March 30, 2004 - May 20, 2008

FIRST CLEARING, LLC

CRD#: 17344

RICHMOND, VA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Virginia
(4/8/2019)

Virginia
(8/3/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/27/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2004

General Securities Representative Examination

SRO Registrations

FINRA

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

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

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Firm Stability Insights

Holly A. Sharp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holly A Sharp's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CAPITOL SECURITIES MANAGEMENT, INC.

CAPITOL SECURITIES MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIRST CLEARING, LLC

Primary Firm SEC Registration

WEALTHCARE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2008

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2004

FINRA

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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