Wealthcare Advisory Partners LLC
● SEC registered since 2014CRD 171976SEC# 801-80067West Chester, PA
Reg. AUM
$8.29B
Employees
243
Accounts
24,675
Location
West Chester, PA
Wealthcare Advisory Partners LLC assets under management
Wealthcare Advisory Partners LLC is an SEC-registered investment adviser based in West Chester, PA. The firm has been registered since 2014. It reports $8.3 billion in regulatory assets under management and employs 243 people.
Wealthcare Advisory Partners LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Joseph Krause Control | Chief Compliance Officer | Under 5% | 2021 |
| Justin Dubrueler Control | Chief Financial Officer | Under 5% | 2018 |
| Matthew Thomas Regan Control | President | Under 5% | 2018 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wealthcare Advisory Partners LLC manage?
Wealthcare Advisory Partners LLC reports $8.3 billion in regulatory assets under management on its Form ADV.
How many employees does Wealthcare Advisory Partners LLC have?
Wealthcare Advisory Partners LLC reports 243 employees.
Where is Wealthcare Advisory Partners LLC located?
Wealthcare Advisory Partners LLC is based in West Chester, PA and has been SEC-registered since 2014.
Does Wealthcare Advisory Partners LLC disclose fund performance?
Wealthcare Advisory Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1065 Andrew Drive, West Chester, PA 19380 |
| Phone | 804.644.4711 |
| Fax | 804.433.1188 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1683059 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$8.29B▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$8.29Bregulatory AUM
Discretionary $7.94BNon-discretionary $343.7M