{ "crd_number": 171976, "slug": "wealthcare-advisory-partners-llc-west-chester-pa-171976", "primary_business_name": "WEALTHCARE ADVISORY PARTNERS LLC", "legal_name": "WEALTHCARE ADVISORY PARTNERS LLC", "dbas": [ "103 MANAGEMENT", "2020 FINANCIAL GROUP", "24 FINANCIAL", "AB CLEMENCE & CO", "ALONGSIDE ADVISORS", "ANDREW M. MEEHAN", "ASSURGENT WEALTH MANAGEMENT", "ATELIER PRIVATE WEALTH LLC", "BEACON WEALTH MANAGEMENT, LLC", "BIRDS EYE WEALTH PLANNING", "BLACKSHIRE WEALTH MANAGEMENT", "BREDIN INVESTMENTS", "CARDINAL WEALTH GROUP", "CKL CAPITAL", "COCCARELLI WEALTH MANAGEMENT", "CODY FINANCIAL ADVISORS", "CONFLUENCE WEALTH MANAGEMENT", "COUNSEL FIDUCIARY, LLC", "COVENANT INVESTMENTS", "CREEKSIDE FINANCIAL GROUP, INC.", "CROWLEY WEALTH MANAGEMENT", "DENALI WEALTH MANAGEMENT", "EAGLE FINANCIAL", "FEDERAL HILL WEALTH MANAGEMENT", "FELLOWS", "FELLOWS & BLAKE", "FELLOWS FINANCIAL GROUP", "FINANCIAL WELLNESS & STRATEGIES", "FINPOINT WEALTH MANAGEMENT", "FOCALPOINT WEALTH MANAGEMENT", "GDI PRIVATE WEALTH ADVISORS", "GRACE POINT PRIVATE WEALTH", "GUNN FINANCIAL ASSOCIATES", "IAM ADVISORY", "INNOVATIVE FINANCIAL SOLUTIONS, INC.", "INTELLIGENT DIVERSIFIED FINANCIAL (I-D FINANCIAL)", "JA JOHNSON GROUP", "JANET BARR CFS", "JOPPA MILL ADVISORS LTD", "KEMPNER WEALTH MANAGEMENT", "KK FINANCIAL SOLUTIONS", "KNIFFEN PORTFOLIO MANAGEMENT", "KNIFFEN WEALTHCARE", "LAMACCHIO FINANCIAL GROUP", "LONG FINANCIAL GROUP, INC.", "LUMINOUS WEALTH", "MCGUIRE FINANCIAL SOLUTIONS", "MILESTONE FINANCIAL GROUP", "MILLER FINANCIAL GROUP", "MILLER-RICHARDS WEALTH MANAGEMENT, LLC", "OWENBY JONES WEALTH MANAGEMENT LLC", "PALUCK CAPITAL MANAGEMENT", "PASCHANG & ASSOCIATES, LLC", "PIER FINANCIAL GROUP", "PRINCETON WEALTH PLANNING", "PRUDENT WEALTHCARE", "RUBIQ FINANCIAL", "SANCUS WEALTH MANAGEMENT, LLC", "SAVOIRE FINANCIAL", "SECURE PLANNING GROUP LLC", "SOLARIS FINANCIAL MANAGEMENT, LLC", "SOLOFF WEALTH MANAGEMENT", "SOMMERS FINANCIAL MANAGEMENT", "SS&C WEALTH MANAGEMENT", "TATTERSALL FINANCIAL SERVICES", "TENURED WEALTH MANAGEMENT", "TOMASH FINANCIAL", "TP INVESTMENT ADVISORY SERVICES", "VICTOR WEALTH MANAGEMENT", "WATER STREET FINANCIAL", "WEALTH MATTERS ADVISORS", "WEALTHCARE LIVONIA", "WEALTHCARE MANAGEMENT SERVICES", "WEALTHCARE MID-ATLANTIC", "WEALTHCARE NY", "WEALTHCARE OF LEHIGH VALLEY", "WEALTHCARE PARTNERS OF TENNESSEE", "WEALTHSCORZ FINANCIAL GROUP", "WEALTHY PROFITS", "WILBORN ADVISORS", "WINDBROOK SOLUTIONS, LLC", "WISER WEALTHCARE, INC." ], "city": "West Chester", "state": "PA", "country": "United States", "cbsa_code": "37980", "metro": { "cbsa_code": "37980", "common_name": "Philadelphia", "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD", "path": "/advisors/pa/philadelphia" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2014-07-14", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-08-12", "carried_forward": false, "raum_total": 8288119150.0, "raum_discretionary": 7944382830.0, "raum_non_discretionary": 343736320.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 243, "advisory_employees": 173, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 42715767.0, "count": 41 }, "individuals": { "raum": 2374876624.0, "count": 8512 }, "pension_profit_sharing": { "raum": 462088896.0, "count": 174 }, "high_net_worth_individuals": { "raum": 5317739964.0, "count": 2184 }, "corporations_other_businesses": { "raum": 90697899.0, "count": 37 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": true, "disclosure_yes_count": 8, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "RI", "SC", "TN", "TX", "UT", "VA", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://2020financial.net", "https://andrewmmeehan.com", "https://assurgentwealth.com", "https://beaconwealthmanagementllc.com", "https://birdseyewealthplanning.com", "https://counselfiduciary.com", "https://creeksidefinancial.net", "https://crowleywealthmanagement.com", "https://facebook.com/2020-Financial-Group-164143153639841", "https://facebook.com/AndrewMeehanINC", "https://facebook.com/Owenby-Jones-Wealth-Management-LLC-621014247955928", "https://facebook.com/fellowsfg", "https://facebook.com/focalpointwealth", "https://facebook.com/people/Assurgent-Wealth-Management/100085317338108", "https://facebook.com/sommersfinancial/about", "https://facebook.com/tomashfinancial", "https://fellowsfg.com", "https://finpointwealthmanagement.com", "https://focalpointwealth.com", "https://gdiwealth.com", "https://gunnfa.com", "https://id-financial.com", "https://jajohnsongroup.com", "https://jandrewfinancial.com", "https://janetbarrcfs.com", "https://joppamilladvisors.com", "https://kempnerwealth.com", "https://kkfinancialsolutions.us/about", "https://kniffenportfoliomgt.com", "https://linkedin.com/company/fellows-financial-group-llc.", "https://linkedin.com/company/focalpoint-wealth-management", "https://linkedin.com/company/long-financial-group", "https://linkedin.com/company/owenby-jones-wealth-management-llc", "https://linkedin.com/company/paluck-capital-management", "https://linkedin.com/company/wealthcare-capital-management", "https://longfg.com", "https://luminouswealth.com", "https://miller-richards.com", "https://owenbyjones.com", "https://paluckcm.com", "https://paschangandassociates.com", "https://princeton-wealth.com", "https://prudentfinancialllc.com", "https://sancuswealth.com", "https://savoirefinancial.com", "https://securepg.net", "https://sommersfinancial.com", "https://sscwmg.com", "https://tattersallfinancial.com", "https://themillerfinancialgroup.com", "https://timmcguire.wpenginepowered.com", "https://tomashfinancial.com", "https://tp-advisory.com", "https://twitter.com/2020_financial", "https://twitter.com/AndrewMMeehan", "https://twitter.com/FocalPointWM", "https://twitter.com/OwenbyJones", "https://twitter.com/WealthcareMS", "https://twitter.com/WealthcareWay", "https://waterstreetfinancial.com", "https://wcretire.com", "https://wealthcaregdx.com", "https://wealthcarelv.com", "https://wealthcareny.com", "https://wealthcarewms.com", "https://wealthscorz.com", "https://wilbornadvisors.com", "https://wiserbenefits.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171976", "disclosure_items": [ { "item": "11.C(2)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?" }, { "item": "11.C(3)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?" }, { "item": "11.C(4)", "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" }, { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.E(2)", "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?" }, { "item": "11.E(3)", "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?" }, { "item": "11.E(4)", "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?" } ], "city_as_filed": "WEST CHESTER", "url": "https://advisorcensus.com/firm/wealthcare-advisory-partners-llc-west-chester-pa-171976", "display_name": "Wealthcare Advisory Partners LLC", "summary": "Wealthcare Advisory Partners LLC is an SEC-registered investment advisory firm in West Chester, PA, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 12, 2026.", "citation": "AdvisorCensus. Wealthcare Advisory Partners LLC (CRD 171976): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Wealthcare Advisory Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Wealthcare Advisory Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "How much does Wealthcare Advisory Partners LLC charge?", "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $150 to $400 an hour (Project-based financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Wealthcare Advisory Partners LLC located?", "a": "Wealthcare Advisory Partners LLC's principal office is in West Chester, PA, according to its Form ADV; the September 2026 filing also lists 25 other offices (Schedule D, Section 1.F)." }, { "q": "Is Wealthcare Advisory Partners LLC registered with the SEC or a state?", "a": "Wealthcare Advisory Partners LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171976." }, { "q": "How much does Wealthcare Advisory Partners LLC manage?", "a": "Wealthcare Advisory Partners LLC reports $8,288,119,150 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (96% discretionary)." }, { "q": "How have Wealthcare Advisory Partners LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Wealthcare Advisory Partners LLC: Regulatory assets under management: $2,550,559,484 in the October 2021 data and $8,288,119,150 in the October 2026 data, up 225%. Total employees: 171 in October 2021 and 243 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Wealthcare Advisory Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,512); high net worth individuals (2,184); pension and profit sharing plans (but not the plan participants or government pension plans) (174)." }, { "q": "Which custodians does Wealthcare Advisory Partners LLC use?", "a": "Wealthcare Advisory Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Wealthcare Advisory Partners LLC report any disciplinary disclosures?", "a": "Reports 8 disclosure items on Form ADV Item 11: yes answers to 8 questions about regulatory matters (11.C(2), 11.C(3), 11.C(4), 11.C(5), 11.D(2), 11.E(2), 11.E(3), 11.E(4)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171976" }, { "q": "What changed in Wealthcare Advisory Partners LLC's recent Form ADV filings?", "a": "In the September 2026 filing data: Added the business name Pier Financial Group." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2550559484.0, "total_employees": 171, "filing_date": "2021-09-01" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3374911726.0, "total_employees": 175, "filing_date": "2022-09-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3907398739.0, "total_employees": 187, "filing_date": "2023-09-27" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4541661225.0, "total_employees": 210, "filing_date": "2024-08-05" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6015135638.0, "total_employees": 219, "filing_date": "2025-07-22" }, { "period": "2026-10-01", "regulatory_assets_under_management": 8288119150.0, "total_employees": 243, "filing_date": "2026-08-12" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Added the business name Pier Financial Group." ] }, { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Added the business name Wealthcare of Lehigh Valley.", "Added the business name Milestone Financial Group.", "Added the business name IAM Advisory." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Added the business name 103 Management." ] }, { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Added the business name Kniffen Wealthcare.", "Added the business name Grace Point Private Wealth.", "Added the business name Confluence Wealth Management.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Added the business name Rubiq Financial.", "Added the business name Atelier Private Wealth LLC." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 154 to 173.", "Regulatory assets under management went from $6,015,135,638 to $8,288,119,150 (+38%)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Added the business name Tenured Wealth Management." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Added the business name Crowley Wealth Management." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 24, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [ "Hourly rate: $150 to $400 an hour (Project-based financial planning and consulting services)" ], "figures": [ { "label": "Planning fee", "statements": [ "Hourly rate: $150 to $400 an hour (Project-based financial planning and consulting services)" ], "quotes": [ "Project-based financial planning and consulting fees are on an hourly or fixed fee basis. Hourly fees are at a rate ranging from $150 to $400 per hour." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [ { "kind": "hourly", "amount": null, "min": 150.0, "max": 400.0, "period": "hour", "service": "Project-based financial planning and consulting services" } ] }, "quotes": [ "Project-based financial planning and consulting fees are on an hourly or fixed fee basis. Hourly fees are at a rate ranging from $150 to $400 per hour." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "LPL Financial LLC", "name_as_filed": "LPL FINANCIAL LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/wealthcare-advisory-partners-llc-west-chester-pa-171976.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 8512, "fewer_than_5": false, "raum": 2374876624.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 2184, "fewer_than_5": false, "raum": 5317739964.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 174, "fewer_than_5": false, "raum": 462088896.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 41, "fewer_than_5": false, "raum": 42715767.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 37, "fewer_than_5": false, "raum": 90697899.0 } ], "disclosure_line": "Reports 8 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171976", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }