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WEALTHCARE ADVISORY PARTNERS LLC
CRD 171976 · SEC 801-80067
1065 ANDREW DRIVE, WEST CHESTER, PA, 19380, United States
Phone
804.644.4711
Fax
804.433.1188
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.29B
Discretionary AUM
$7.94B
Team
243 total employees; 173 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8512 | $2.37B |
| High net worth individuals | 2184 | $5.32B |
| Pension/profit sharing plans | 174 | $462.1M |
| Charitable organizations | 41 | $42.7M |
| Corporations/business entities | 37 | $90.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.id-financial.com
- https://twitter.com/OwenbyJones
- http://www.janetbarrcfs.com
- HTTP://WWW.TOMASHFINANCIAL.COM
- http://joppamilladvisors.com/
- http://www.sancuswealth.com
- https://www.facebook.com/Owenby-Jones-Wealth-Management-LLC-621014247955928/
- HTTP://WWW.FOCALPOINTWEALTH.COM
- HTTP://WWW.FELLOWSFG.COM
- https://twitter.com/WealthcareMS
- https://www.princeton-wealth.com
- https://www.gunnfa.com/
- HTTP://WWW.OWENBYJONES.COM
- https://www.savoirefinancial.com
- https://www.facebook.com/2020-Financial-Group-164143153639841/
- https://www.wealthscorz.com/
- https://www.facebook.com/focalpointwealth/
- https://www.linkedin.com/company/long-financial-group
- https://www.gdiwealth.com
- https://www.miller-richards.com
- https://www.linkedin.com/company/paluck-capital-management
- https://www.wilbornadvisors.com/
- https://www.linkedin.com/company/wealthcare-capital-management
- HTTPS://PRUDENTFINANCIALLLC.COM
- https://www.longfg.com
- https://www.linkedin.com/company/focalpoint-wealth-management/
- https://www.wealthcarewms.com/
- https://www.facebook.com/people/Assurgent-Wealth-Management/100085317338108/
- https://www.linkedin.com/company/fellows-financial-group-llc./
- https://www.facebook.com/AndrewMeehanINC
- https://www.facebook.com/sommersfinancial/about/
- https://wealthcarelv.com/
- https://crowleywealthmanagement.com/
- https://counselfiduciary.com/
- http://www.birdseyewealthplanning.com/
- https://twitter.com/2020_financial
- HTTP://WWW.2020FINANCIAL.NET
- https://www.creeksidefinancial.net/
- https://twitter.com/FocalPointWM
- https://www.kniffenportfoliomgt.com/
- https://www.luminouswealth.com/
- http://tattersallfinancial.com
- HTTP://WWW.SECUREPG.NET/
- https://www.linkedin.com/company/owenby-jones-wealth-management-llc/
- https://sommersfinancial.com/
- https://jajohnsongroup.com/
- https://www.wiserbenefits.com/
- HTTP://WWW.THEMILLERFINANCIALGROUP.COM/
- https://twitter.com/WealthcareWay
- HTTP://WWW.JANDREWFINANCIAL.COM/
- http://www.paluckcm.com/
- HTTP://WWW.FINPOINTWEALTHMANAGEMENT.COM
- https://timmcguire.wpenginepowered.com/
- HTTP://WWW.WCRETIRE.COM
- https://www.assurgentwealth.com
- https://www.facebook.com/fellowsfg/
- https://www.wealthcaregdx.com/
- https://www.sscwmg.com
- HTTP://WWW.ANDREWMMEEHAN.COM
- https://www.paschangandassociates.com/
- https://www.kkfinancialsolutions.us/about
- http://www.beaconwealthmanagementllc.com
- HTTP://KEMPNERWEALTH.COM/
- https://twitter.com/AndrewMMeehan
- https://www.facebook.com/tomashfinancial/
- https://www.waterstreetfinancial.com/
- https://www.wealthcareny.com/
- https://tp-advisory.com/
Official SEC filing: View on IAPD