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WEALTHCARE ADVISORY PARTNERS LLC

WEST CHESTER, PA · CRD 171976 · IAPD ↗ · wealthcarelv.com · 804.644.4711

$8.29BRegulatory AUM
173Advisory reps
243Employees
0Clients
More than 500Planning clients
0Private funds
49States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — WEALTHCARE ADVISORY PARTNERS LLC reported RAUM up 38% ($6.02B -> $8.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — WEALTHCARE ADVISORY PARTNERS LLC grew from 154 to 173 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — WEALTHCARE ADVISORY PARTNERS LLC notice-filed in AK, ID, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — WEALTHCARE ADVISORY PARTNERS LLC reported RAUM up 32% ($4.54B -> $6.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2025 — WEALTHCARE ADVISORY PARTNERS LLC grew from 145 to 154 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — WEALTHCARE ADVISORY PARTNERS LLC added office(s): 65 -> 69 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
82
April 2024 — WEALTHCARE ADVISORY PARTNERS LLC grew from 133 to 145 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.