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WEALTHCARE ADVISORY PARTNERS LLC
CRD 171976File 801-80067
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.29B
Top 10% of cohort (national)
Discretionary AUM
$7.94B
Non-discretionary $343.7M
Clients
10,948
24,675 accounts
Employees
243
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 14, 2014
- Principal office
- 1065 ANDREW DRIVE, WEST CHESTER, PA, 19380
- Phone
- 804.644.4711
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.29B
- Discretionary AUM
- $7.94B
- Non-discretionary AUM
- $343.7M
- Discretionary accounts
- 24,509
- Non-discretionary accounts
- 166
- Total accounts
- 24,675
- AUM per client
- $757K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $90.7M |
| Charitable organizations | 41 | $42.7M |
| High net worth individuals | 2,184 | $5.32B |
| Pension and profit sharing plans | 174 | $462.1M |
| Individuals (other than high net worth individuals) | 8,512 | $2.37B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C3
- Q11C4
- Q11C5
- Q11D2
- Q11E2
- Q11E3
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.