Investment adviser · CRD 171976
WEALTHCARE ADVISORY PARTNERS LLC
Investment adviser filing (IA)
WEST CHESTER, PA, United States · Form ADV filed Aug 12, 2026
- Regulatory AUM
- $8.29B Form ADV · Item 5.F
- Client accounts
- 24,675 Accounts, not individual clients
- Employees
- 243 Reported in this filing
- Advisory professionals
- 173 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,184 | $5,317,739,964 | 64.2% |
| Individuals | 8,512 | $2,374,876,624 | 28.7% |
| Retirement plans | 174 | $462,088,896 | 5.6% |
| Corporations & businesses | 37 | $90,697,899 | 1.1% |
| Charities | 41 | $42,715,767 | 0.5% |
Filing source
Form ADV 2124957 · Aug 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1065 ANDREW DRIVEWEST CHESTER, PA, 19380, United States
CRD 171976
Filing source
Form ADV 2124957 · Aug 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.