1065 Andrew Drive
West Chester, Pennsylvania 19380
Tel: 804.644.4711
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 171976 |
SEC# | 801-80067 |
Assets Managed by Firm | $4,541,661,225 |
No. of Clients | 17793 |
No. of Advisors | 210 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 17793 | $4,541,661,225 |
Individuals (other than high net worth individuals) | 7173 | $1,841,955,808 |
High net worth individuals | 1009 | $2,351,336,250 |
Pension and profit sharing plans | 126 | $269,252,373 |
Charitable organizations | 32 | $20,193,541 |
Corporations or other businesses | 38 | $58,923,253 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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