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Wealthcare Capital Partners, LLC

● SEC registered since 2024CRD 330300SEC# 801-129749West Chester, PA
Export (members)
Reg. AUM
$330.9M
Employees
14
Accounts
1,395
Location
West Chester, PA

Wealthcare Capital Partners, LLC assets under management

Wealthcare Capital Partners, LLC is an SEC-registered investment adviser based in West Chester, PA. The firm has been registered since 2024. It reports $330.9 million in regulatory assets under management and employs 14 people.

Wealthcare Capital Partners, LLC owners & executives

9 reported
NameTitleOwnershipSince
James Joseph Krause ControlChief Compliance OfficerUnder 5%2024
Justin Dubrueler ControlChief Financial OfficerUnder 5%2024
Matthew Thomas Regan ControlPresidentUnder 5%2024
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Frequently asked questions

How much does Wealthcare Capital Partners, LLC manage?

Wealthcare Capital Partners, LLC reports $330.9 million in regulatory assets under management on its Form ADV.

How many employees does Wealthcare Capital Partners, LLC have?

Wealthcare Capital Partners, LLC reports 14 employees.

Where is Wealthcare Capital Partners, LLC located?

Wealthcare Capital Partners, LLC is based in West Chester, PA and has been SEC-registered since 2024.

Does Wealthcare Capital Partners, LLC disclose fund performance?

Wealthcare Capital 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)
Discloses disciplinary historyYes

Assets under management

Discretionary$330.9M
Non-discretionary$0
Total (RAUM)$330.9M