Rachel P. O'leary

WEALTH CARE LLC

Austin, TX 78738

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CRD#: 6271878

Professional summary

Rachel Podnos O'leary, CFP®, who also goes by Rachel Esther Podnos, is a registered financial advisor currently at WEALTH CARE LLC located in Austin, Texas.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Rachel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rachel Esther 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.

I am a lawyer, licensed in the state of Florida. I am on "inactive" status with the Florida bar--meaning that I am in good standing, but do not practice law in Florida or anywhere else. Whitman Maxwell PLLC; Registered Agent; investment related: No; 2125 14th street NW, #325 Washington DC 20009; law firm; Passive limited partner; 11/10/2020;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Podnos O'leary'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: 2015

Experience

Current

January 31, 2017 - Present

WEALTH CARE LLC

Office #1: 303 Rocky Coast Drive, Austin, TX 78738

RIA

CRD#: 125799

Austin, TX

Past

December 10, 2013 - February 21, 2017

FBB CAPITAL PARTNERS

RIA

CRD#: 108967

BETHESDA, MD

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
(1/31/2017)

IAR

Texas
(6/9/2020)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/9/2013

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.

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Rachel P. O'leary

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Podnos O'leary's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH CARE LLC

FBB CAPITAL PARTNERS

Primary Firm SEC Registration

WEALTH CARE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2013

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

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