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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthcare Capital Partners LLC
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|---|---|
| CRD # | 330300 |
| SEC # | 801-129749 |
| CIK # | 0002053307 |
| AUM | $330.9 M (2025-07-22) |
| Employees | 14 (64% Investors, 50% Brokers) |
| Phone | 804-644-4711 |
| Address | 1065 Andrew Drive West Chester, PA 19380 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UnitedHealth Group Inc | 12.4 | ||
| Apple Inc | 3.2 | ||
| Microsoft Corp | 2.4 | ||
| Blackstone Group LP | 2.0 | ||
| Nvidia Corp | 1.7 | ||
| Constellation Energy Corp | 1.5 | ||
| Facebook Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 554 | 132.6 |
| (b) Individuals (high net worth individuals) | 69 | 198.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,395 | 330.9 |
| By Discretionary | ||
| Discretionary | 1,395 | 330.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,395 | 330.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 328.8 | |
| Total | 1,395 | 330.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053307] |
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|---|---|---|
|
Silver Coast Investments LLC
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CA | 0.3 |
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Family Legacy Inc
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SC | 0.3 |
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Invenio Wealth Partners LLC
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FL | 0.3 |
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Ridgepath Capital Management LLC
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TN | 0.3 |
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Arlen Capital LLC
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RI | 0.3 |
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Regimen Wealth LLC
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GA | 0.3 |
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MN Wealth Advisors LLC
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KS | 0.3 |
|
Reichard Capital LLC
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NC | 0.3 |
|
Teton Advisors LLC
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CT | 0.3 |
|
Winans International
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|
NV | 0.3 |