Investment Success: Asset Under Management Reaches $9 Billion Mark
Wealthcare Surpasses $9 Billion in Assets Under Management, Secures New Financial Partner
Wealthcare Capital Management, a technology-enabled RIA for independent financial advisors, has announced significant growth in 2025. As of June 30, 2025, the firm's assets under management (AUM) surpassed $9 billion for the first time in its history. This growth was accompanied by an expansion of its advisor network to 191 advisors across 29 states.
Seven new advisors joined Wealthcare in the first half of 2025, contributing to this national expansion. Wealthcare's flexible "advisor-driven models," which allow advisors to use their own investment models while outsourcing trading and rebalancing, surpassed $870 million in AUM.
To support this next phase of growth, Wealthcare Capital Management has secured a new financial partner, Sammons Financial Group. Sammons Financial Group, a Midwest-based, employee-owned financial services company, acquired Wealthcare from its previous partner, NewSprings Holdings, in July 2025.
Matt Regan, president and CEO of Wealthcare, highlighted Sammons’ support for continued advisor growth and acquisitions across multiple regulatory structures that accommodate various advisor business types (fee-only, hybrid, and others). With Sammons’ capital backing, Wealthcare plans to expand its advisor base and continue acquiring additional firms, leveraging its technology-enabled RIA platform and flexible affiliation models to support advisor growth and client service excellence.
Matt Regan remains committed to offering flexible solutions and support to help advisors thrive. He expects continued growth for Wealthcare, with potential acceleration, due in part to the new relationship with Sammons Financial Group. The specific terms of the partnership were not disclosed.
The new partnership is not specified to have any immediate impact on Wealthcare’s operations or services. Wealthcare Capital Management does not disclose specific plans for building on its recent successes and exploring new opportunities. However, with the backing of a strong financial partner and a commitment to advisor-driven solutions, Wealthcare is poised for continued growth and innovation in the financial advisory landscape.
[1] Wealthcare Press Release: Wealthcare Capital Management Surpasses $9 Billion in Assets Under Management (AUM) [2] Wealthcare Press Release: Sammons Financial Group Acquires Wealthcare Capital Management [3] Sammons Financial Group Press Release: Sammons Financial Group Acquires Wealthcare Capital Management [4] Wealthcare CEO Matt Regan Interview: Accelerating Growth with Sammons Financial Group
- Wealthcare Capital Management, in collaboration with its new financial partner Sammons Financial Group, plans to expand its advisor base further, aiming to leverage its technology-enabled RIA platform and flexible affiliation models to support advisor growth and client service excellence, while continuing to invest in exploring new opportunities in the financial advisory landscape.
- With its significant growth in assets under management ($9 billion) and a stronger financial backing from Sammons Financial Group, Wealthcare Capital Management is expected to increasingly focus on investing in strategies that cater to the diverse business types of financial advisors, including fee-only, hybrid, and others, further strengthening its position in the technology-enabled RIA industry.
