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WEALTHCARE CAPITAL PARTNERS, LLC

WEST CHESTER, PA · CRD 330300 · IAPD ↗ · 804.644.4711

$407.4MRegulatory AUM
9Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
20States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — WEALTHCARE CAPITAL PARTNERS, LLC notice-filed in CA, NJ, NM, TN, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — WEALTHCARE CAPITAL PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
December 2025 — WEALTHCARE CAPITAL PARTNERS, LLC changed its website from wealthcarewms.com to wealthcaregdx.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2025 — WEALTHCARE CAPITAL PARTNERS, LLC notice-filed in DE, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — WEALTHCARE CAPITAL PARTNERS, LLC reported RAUM up 106% ($160.6M -> $330.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
October 2024 — WEALTHCARE CAPITAL PARTNERS, LLC notice-filed in DC, FL, LA, NC, NE, OH, SC, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
September 2024 — WEALTHCARE CAPITAL PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
72
September 2024 — WEALTHCARE CAPITAL PARTNERS, LLC grew from 1 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
August 2024 — WEALTHCARE CAPITAL PARTNERS, LLC notice-filed in IA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — WEALTHCARE CAPITAL PARTNERS, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
June 2024 — WEALTHCARE CAPITAL PARTNERS, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2024 — WEALTHCARE CAPITAL PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2024 — WEALTHCARE CAPITAL PARTNERS, LLC (WEST CHESTER, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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