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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthcare Advisory Partners LLC
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|---|---|
| CRD # | 171976 |
| SEC # | 801-80067 |
| CIK # | 0001683059 |
| AUM | $6.0 B (2025-07-22) |
| Employees | 219 (70% Investors, 42% Brokers) |
| Phone | 804-644-4711 |
| Address | 1065 Andrew Drive West Chester, PA 19380 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,387 | 2.0 |
| (b) Individuals (high net worth individuals) | 1,511 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 165 | 0.5 |
| (h) Charitable organizations | 39 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 19,986 | 6.0 |
| By Discretionary | ||
| Discretionary | 19,847 | 5.7 |
| Non-Discretionary | 139 | 0.3 |
| Total | 19,986 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 19,986 | 6.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001683059] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wealthcare Advisory Partners LLC
✚
|
PA | 6.0 |
|
Wealthcare Capital Management LLC
✚
|
VA | 3.0 |
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|---|---|---|
|
Key Investment Services LLC
✚
|
OH | 6.1 |
|
Maple-Brown Abbott Limited
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|
6.1 | |
|
Hays Financial Group LLC
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|
MN | 6.1 |
|
Promanage LLC
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|
IL | 6.1 |
|
Alphacore Capital LLC
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CA | 6.1 |
|
Global Alpha Capital Management Ltd
✚
|
6.0 | |
|
Harbor Investment Advisory LLC
✚
|
MD | 6.0 |
|
Cassaday & Co Wealth Management LLC
✚
|
VA | 6.0 |
|
International City Management Association Retirement Corporation
✚
|
DC | 6.0 |
|
Badgley Phelps Wealth Managers LLC
✚
|
WA | 5.9 |