All investing involves risk.
Brokerage services are offered through WealthBridg Financial LLC, (“WFF”) a registered broker dealer (member SIPC), and clearing services through WealthBridg Securities, LLC, (“WFS”) a registered broker dealer (member SIPC). While there is no additional cost to use WealthBridg Legend, there are other fees associated with your brokerage account. Review the fee schedule for more information.
Portfolio Management offered through WealthBridg Asset Management, LLC (“WealthBridg Strategies” or “WAM”), an SEC-registered investment advisor. For additional information about WealthBridg Strategies, including about services, fees, risks, and conflicts of interest, please see our firm’s brochure.
Futures and cleared swaps trading is offered by WealthBridg Derivatives, LLC, (“WFD”) a registered futures commission merchant with the Commodity Futures Trading Commission (CFTC) and a Member of the National Futures Association (NFA). WFD is not FDIC insured or SIPC protected.
Cryptocurrency services are offered through an account with WealthBridg Crypto, LLC (NMLS ID: 1702840). WealthBridg Crypto is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Cryptocurrency held through WealthBridg Crypto is not FDIC insured or SIPC protected.
The WealthBridg spending account is offered through WealthBridg Money, LLC (NMLS ID: 1990968), a licensed money transmitter.
The WealthBridg Cash Card is a prepaid card issued by Sutton Bank, Member FDIC, pursuant to a license from Mastercard® International Incorporated. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated.
WealthBridg Gold Card is subject to credit approval and underwriting. WealthBridg Gold Card is offered by WealthBridg Credit, Inc., and is issued by Coastal Community Bank, pursuant to a license from Visa U.S.A. Inc. WFC is a financial technology company, not a bank.
WealthBridg Gold is a subscription-based membership program of premium services offered through WealthBridg Gold, LLC.
WFF, WFS, WAM, WFD, WFC, WFY, WCT, and WFG are affiliated entities and wholly owned subsidiaries of WealthBridg Markets, Inc. WFF, WFS, WAM, WFD, WFC, WFY, WCT, and WFG are not banks. Investing products offered by WFF are not FDIC insured and involve risk, including possible loss of principal.
WFY is not a member of FINRA, and products are not subject to SIPC protection, but funds held in the WealthBridg spending account and WealthBridg Cash Card account may be eligible for FDIC pass-through insurance.
Funds held in your WealthBridg Cash Card account at Sutton Bank are eligible for FDIC insurance up to $250,000 and will not accrue or pay any interest.
Options investing entails significant risk and is not appropriate for all customers. Customers must read and understand the Characteristics and Risks of Standardized Options before engaging in any options investing strategies. Options transactions are often complex and may involve the potential of losing the entire investment in a relatively short period of time. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount.
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