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WEALTHCARE SOLUTIONS, LLC
CRD 126827
150 NORTH RADNOR CHESTER ROAD, SUITE F200, RADNOR, PA, 19087, United States
Phone
(484) 297-2907
Fax
(484) 297-2880
Registration
— (—)
Source
State registered
Total AUM
$54.1M
Discretionary AUM
$54.0M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $17.6M |
| High net worth individuals | 15 | $34.9M |
| Charitable organizations | 1 | $1.6M |
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/WEALTHCARESOLUTIONS/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WEALTHCARE-SOLUTIONS/
- http://www.myretirementhelper.net
- HTTP://WWW.WEALTHCARESOLUTIONS.NET
- HTTP://WWW.WEALTHCARESOLUTIONS.COM
- http://www.myretirementhelper.org
- HTTP://WWW.MYRETIREMENTHELPER.COM
- HTTPS://TWITTER.COM/WCSLLC
- HTTPS://WWW.WEALTHCARESOLUTIONS.INFO
Official SEC filing: View on IAPD