Kati J. Hays

WEALTHBRIDGE CAPITAL MANAGEMENT

ENGLEWOOD, FL 34224

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CRD#: 7604646

Professional summary

Kati Jo Hays, who also goes by Kati Jo Manning, is a registered financial advisor currently at WEALTHBRIDGE CAPITAL MANAGEMENT, LLC located in Englewood, Florida.

Kati is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kati has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kati Jo Manning

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 Kati Jo Hays'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

January 13, 2025 - Present

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Office #1: 2881 Placida Road 205, Englewood, FL 34224

RIA

CRD#: 298254

ENGLEWOOD, FL

Past

November 28, 2022 - January 9, 2025

EDWARD JONES

RIA

CRD#: 250

Englewood, FL

Past

September 26, 2022 - January 9, 2025

EDWARD JONES

CRD#: 250

Englewood, 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".

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

ALTRIOCH WEALTH ADVISORS LLC | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | GIRDER FINANCIAL | FIDUCIARY PLANNING INSTITUTE

CRD#: 298254 / SEC#: 801-113924

RIA

Registered Investment Advisory firm - (8/31/2018 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

Florida
(1/13/2025)

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 66

Date: 11/19/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/26/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/30/2022

Securities Industry Essentials Examination

Current Firm

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

ALTRIOCH WEALTH ADVISORS LLC | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | GIRDER FINANCIAL | FIDUCIARY PLANNING INSTITUTE

CRD#: 298254 / SEC#: 801-113924

RIA

Registered Investment Advisory firm - (8/31/2018 Approved)

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Contact information

Main Address

550 Polaris Parkway Suite 560, Westerville, OH 43082

Mailing Address

Phone number

(614) 591-4515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTHBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (8/28/2025)

Regulatory assets under management

Total Number of Accounts	1,805
AUM (Assets Under Management)	$ 599,021,878

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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Kati J. Hays

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kati Jo Hays's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2022

Series 7TO

Date: 9/26/2022

SIE

Date: 8/30/2022

Current Firm

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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