# Wealthcare Solutions, LLC

> Wealthcare Solutions, LLC is a state-registered investment advisory firm in Radnor, PA, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 126827
- Filed as: WEALTHCARE SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Radnor, PA
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126827
- AdvisorCensus page: https://advisorcensus.com/firm/wealthcare-solutions-llc-radnor-pa-126827

## Quick answers

**How is Wealthcare Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthcare Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wealthcare Solutions, LLC located?**
Wealthcare Solutions, LLC's principal office is in Radnor, PA, according to its Form ADV.

**Is Wealthcare Solutions, LLC registered with the SEC or a state?**
Wealthcare Solutions, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 126827.

**How much does Wealthcare Solutions, LLC manage?**
Wealthcare Solutions, LLC reports $54,065,093 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary).

**What types of clients does Wealthcare Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (15); charitable organizations (1).

**Does Wealthcare Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126827

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $54,065,093
- Discretionary: $54,043,936
- Non-discretionary: $21,157

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $17,579,498 |
| High net worth individuals | 15 | $34,878,025 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,607,570 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myretirementhelper.com
- myretirementhelper.net
- myretirementhelper.org
- wealthcaresolutions.com
- wealthcaresolutions.info
- wealthcaresolutions.net
- Facebook @WEALTHCARESOLUTIONS
- LinkedIn @WEALTHCARE-SOLUTIONS
- X @WCSLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthcare Solutions, LLC (CRD 126827): Form ADV filing data as of October 2026.