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WEALTHCARE CAPITAL PARTNERS, LLC
CRD 330300 · SEC 801-129749
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
$407.4M
Discretionary AUM
$388.4M
Team
14 total employees; 9 advisory reps
Clients
0
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 | 616 | $150.6M |
| High net worth individuals | 92 | $235.3M |
| Pension/profit sharing plans | 9 | $21.0M |
States served
CA, DE, DC, IA, LA, MD, NE, NJ, NM, NY, NC, OH, PA, SC, TN, VA, WV, WA, TX, FL
All web addresses on file
- https://twitter.com/WealthcareMS
- https://www.facebook.com/fellowsfg/
- https://www.facebook.com/WealthcareWay/
- https://www.linkedin.com/company/wealthcare-capital-management
- https://www.linkedin.com/company/fellows-financial-group-llc./
- https://wealthcarewms.com/
- https://twitter.com/WealthcareWay
- https://www.wealthcaregdx.com/
- https://fellowsfg.com/
- https://www.wealthcaregdx.com/advisors/atlantic-financial-services-inc/
- https://verityplanning.com/
- https://www.linkedin.com/in/verityplanning
Official SEC filing: View on IAPD