Stephen D. Podnos

WEALTH CARE LLC

MERRITT ISLAND, FL

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CRD#: 4642467

Professional summary

Stephen Daniel Podnos, CFP®, who also goes by Steven D. Podnos, is a registered financial advisor currently at WEALTH CARE LLC located in Merritt Island, Florida.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Stephen has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Tax Planning

Investment Planning

Comprehensive Financial Planni...

Insurance Planning

Do you have an area of expertise or specialization?

Entrepreneurs

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Medical Professionals

Retirement Plan Investment Adv...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Steven D. Podnos

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) - RIA

Click below to view Stephen Daniel Podnos'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: 2003

Experience

Current

May 7, 2003 - Present

WEALTH CARE LLC

RIA

CRD#: 125799

MERRITT ISLAND, FL

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".

WEALTH CARE LLC

PODNOS, STEVEN D. | WEALTH CARE LLC | STEPHEN DANIEL PODNOS

CRD#: 125799 / SEC#: 801-67132

RIA

Registered Investment Advisory firm - (9/8/2006 Approved)

Florida

Registered Investment Advisory firm - (9/11/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(5/7/2003)

IAR

Texas
(2/9/2017)

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: 4/18/2003

Uniform Investment Adviser Law Examination

Current Firm

WEALTH CARE LLC

PODNOS, STEVEN D. | WEALTH CARE LLC | STEPHEN DANIEL PODNOS

CRD#: 125799 / SEC#: 801-67132

RIA

Registered Investment Advisory firm - (9/8/2006 Approved)

Florida

Registered Investment Advisory firm - (9/11/2006 Terminated)

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Contact information

Main Address

Merritt Island, FL

Mailing Address

Phone number

(321) 543-1099

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH CARE LLC BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	812
AUM (Assets Under Management)	$ 577,906,054

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.

Contact information

(xxx) xxx-xxxx

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Stephen D. Podnos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Daniel Podnos's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH CARE LLC

Primary Firm SEC Registration

WEALTH CARE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2003

Current Firm

WEALTH CARE LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH CARE LLC

TRUST BUT VERIFY

Contact information

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