Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC (CRD# 171976) is a financial advisory firm headquartered in Richmond, VA. They manage $588,052,948 in 2,452 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    588
    MILLION
  • Total Number of Accounts
    2,452
    ACCOUNTS
  • Average Account Value
    $239,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Wealthcare Advisory Partners LLC
Showing 1 - 10 of 33 top financial advisors.
1
Jeremiah A. Johnson
CRD#: 2688000
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219
96
Wealthminder
score

Jeremiah Johnson (CRD# 2688000) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Richmond, VA and has over 22 years of experience in the finance industry. Jeremiah Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Albert D. Kaufman
CRD#: 4555119
Alhambra, IL
96
Wealthminder
score

Albert Kaufman (CRD# 4555119) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Alhambra, IL and has over 15 years of experience in the finance industry. Albert Kaufman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Timothy T. Picciott
CRD#: 5535180
2100 East Cary Street, Suite 200, Richmond, VA 23223
96
Wealthminder
score

Timothy Picciott (CRD# 5535180) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Richmond, VA and has over 9 years of experience in the finance industry. Timothy Picciott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas E. Stine
CRD#: 2436948
45 East Boscawen Street, Third Floor, Winchester, VA 22601
96
Wealthminder
score

Thomas Stine (CRD# 2436948) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Winchester, VA and has over 16 years of experience in the finance industry. Thomas Stine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Daniel A. Sturm
CRD#: 5368108
2100 East Cary Street, Richmond, VA 23223
96
Wealthminder
score

Daniel Sturm (CRD# 5368108) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Richmond, VA and has over 7 years of experience in the finance industry.

6
Christopher T. Urness
CRD#: 4491912
16435 North Scottsdale Road, Scottsdale, AZ 85254
96
Wealthminder
score

Christopher Urness (CRD# 4491912) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry. Christopher Urness has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jill M. Bertke
CRD#: 4601911
10432 Balls Ford Road, Ste. 300, Manassas, VA 20109
93
Wealthminder
score

Jill Bertke (CRD# 4601911) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Manassas, VA and has over 14 years of experience in the finance industry.

8
Christopher S. Cotterell
CRD#: 2128551
45 East Boscawen St, 3rd Floor, Winchester, VA 22601
93
Wealthminder
score

Christopher Cotterell (CRD# 2128551) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Winchester, VA and has over 22 years of experience in the finance industry.

9
Wesley L. Hazelrigg
CRD#: 2980954
901 W. Main Street, Suite 130, Blue Springs, MO 64014
93
Wealthminder
score

Wesley Hazelrigg (CRD# 2980954) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Blue Springs, MO and has over 7 years of experience in the finance industry.

10
Richard H. Hoy
CRD#: 2486270
2 James Center, 1021 East Cary Street, #1120, Richmond, VA 23219
93
Wealthminder
score

Richard Hoy (CRD# 2486270) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Richmond, VA and has over 23 years of experience in the finance industry.

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