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Wealthcare Advisory Partners LLC

● SEC registered since 2014CRD 171976SEC# 801-80067West Chester, PA
Export (members)
Reg. AUM
$6.02B
Employees
219
Accounts
19,986
Location
West Chester, PA

Wealthcare Advisory Partners LLC assets under management

Wealthcare Advisory Partners LLC is an SEC-registered investment adviser based in West Chester, PA. The firm has been registered since 2014. It reports $6 billion in regulatory assets under management and employs 219 people.
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Wealthcare Advisory Partners LLC owners & executives

9 reported
NameTitleOwnershipSince
James Joseph Krause ControlChief Compliance OfficerUnder 5%2021
Justin Dubrueler ControlChief Financial OfficerUnder 5%2018
Matthew Thomas Regan ControlPresidentUnder 5%2018
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Frequently asked questions

How much does Wealthcare Advisory Partners LLC manage?

Wealthcare Advisory Partners LLC reports $6 billion in regulatory assets under management on its Form ADV.

How many employees does Wealthcare Advisory Partners LLC have?

Wealthcare Advisory Partners LLC reports 219 employees.

Where is Wealthcare Advisory Partners LLC located?

Wealthcare Advisory Partners LLC is based in West Chester, PA and has been SEC-registered since 2014.

Does Wealthcare Advisory Partners LLC disclose fund performance?

Wealthcare Advisory Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1065 Andrew Drive, West Chester, PA 19380
Phone804.644.4711
Fax804.433.1188
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1683059
Discloses disciplinary historyYes

Assets under management

Discretionary$5.69B
Non-discretionary$327.1M
Total (RAUM)$6.02B