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Building 2WEALTHCARE CAPITAL PARTNERS, LLC

Map pinWEST CHESTER, PA
Phone804.644.4711
NotebookSEC #801-129749
Total AUM
$407.4M
Employees
14
Clients
719

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1065 ANDREW DRIVE
WEST CHESTER
PA 19380
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
804.644.4711
Other Offices
4

ReceiptFinancials

Total AUM
$407.4M
Accounts
1,599
Discretionary
$388.4M
Accounts
1,591
Non-Discretionary
$19M
Accounts
8

ContactClients

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Individual Clients
616
AUM
$150.6M
HNW Individual Clients
92
AUM
$235.3M
Pension/Profit Sharing Plan Clients
9
AUM
$21M
Charitable Organization Clients
1
AUM
$180.3K
Corporation or Business Clients
1
AUM
$305.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Cause of Denial/SuspensionSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CADCDEFLIALAMDNCNENJNMNYOHPASCTNTXVAWAWV

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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