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| Wealthcare Advisory Partners LLC
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|---|---|
| CRD # | 171976 |
| SEC # | 801-80067 |
| CIK # | 0001683059 |
| AUM | 8,288.1 M (2026-06-26) |
| Employees | 243 (71% Investors, 44% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-644-4711 |
| Address | 1065 Andrew Drive West Chester, PA 19380 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,512 | 2.4 |
| (b) Individuals (high net worth individuals) | 2,184 | 5.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 174 | 0.5 |
| (h) Charitable organizations | 41 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 24,675 | 8.3 |
| By Discretionary | ||
| Discretionary | 24,509 | 7.9 |
| Non-Discretionary | 166 | 0.3 |
| Total | 24,675 | 8.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.2 | |
| Total | 24,675 | 8.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001683059] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Wealthcare Advisory Partners LLC
✚
|
PA | 8,288.1 M |
|
Wealthcare Capital Management LLC
✚
|
VA | 3,928.7 M |
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|---|---|---|
|
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|
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|
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|
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|
Gradient Investments LLC
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|
MN | 8,201.1 M |
|
R M Davis Inc
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|
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|
Marshfield Associates Inc
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|
DC | 8,121.9 M |
|
Human Interest Advisors LLC
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|
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