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| Wealthcare Capital Partners LLC
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|---|---|
| CRD # | 330300 |
| SEC # | 801-129749 |
| CIK # | 0002053307 |
| AUM | 407.4 M (2026-05-21) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0002053307 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| Nvidia Corp | 2.2 | ||
| Blackstone Group LP | 1.8 | ||
| Broadcom Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 616 | 150.6 |
| (b) Individuals (high net worth individuals) | 92 | 235.3 |
| (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 | 9 | 21.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,599 | 407.4 |
| By Discretionary | ||
| Discretionary | 1,591 | 388.4 |
| Non-Discretionary | 8 | 19.0 |
| Total | 1,599 | 407.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 405.1 | |
| Total | 1,599 | 407.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053307] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Range Financial Group LLC
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OR | 408.1 M |
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Heritage Financial LLC
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Quad City Investment Advisors LLC
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IL | 408.0 M |
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Revere Asset Management Inc
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Navigoe LLC
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MAXQ Asset Management LLC
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Compass Financial Services Inc
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IA | 407.4 M |
|
Jr Prunier Capital Management LLC
✚
|
MA | 407.0 M |
|
Womack Wealth Management Inc
✚
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|
Tumwater Wealth Management LLC
✚
|
ID | 406.6 M |