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WEALTHCARE ADVISORY PARTNERS LLC
WEST CHESTER, PA
804.644.4711
SEC #801-80067Total AUM
$8.3B
Employees
243Clients
10,948Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1065 ANDREW DRIVE
WEST CHESTER
PA 19380
United States
WEST CHESTER
PA 19380
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
804.644.4711
Other Offices
69
Financials
Total AUM
$8.3B
Accounts
24,675Discretionary
$7.9B
Accounts
24,509Non-Discretionary
$343.7M
Accounts
166
Clients
Individual Clients
8,512AUM
$2.4B
HNW Individual Clients
2,184AUM
$5.3B
Pension/Profit Sharing Plan Clients
174AUM
$462.1M
Charitable Organization Clients
41AUM
$42.7M
Corporation or Business Clients
37AUM
$90.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
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
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.