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WEALTHCARE ADVISORY PARTNERS LLC

1065 Andrew Drive
West Chester, Pennsylvania 19380
Tel: 804.644.4711

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About WEALTHCARE ADVISORY PARTNERS LLC

WEALTHCARE ADVISORY PARTNERS LLC, formally registered with the SEC as WEALTHCARE ADVISORY PARTNERS LLC. The firm was established in 07/14/2014. They have over 70 offices throughout the country.

WEALTHCARE ADVISORY PARTNERS LLC is a West Chester, Pennsylvania based Financial Planning firm with nearly $4,541,661,225 assets under management, offering retirement planning & investment advisory services to 17793 clients. The firm is staffed with 210 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#171976
SEC#801-80067
Assets Managed by Firm$4,541,661,225
No. of Clients17793
No. of Advisors210

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total17793$4,541,661,225
Individuals (other than high net worth individuals)7173$1,841,955,808
High net worth individuals1009$2,351,336,250
Pension and profit sharing plans126$269,252,373
Charitable organizations32$20,193,541
Corporations or other businesses38$58,923,253

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VANGUARD ADVISERS, INC.
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SEI INVESTMENTS MANAGEMENT CORP
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$194,796,322,01393301411

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