Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC (CRD# 171976) is a financial advisory firm headquartered in Richmond, VA. They manage $211,411,790 in 658 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $321,295
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NE, NJ, NY, PA, TX, VA, WA

Financial Advisors at Wealthcare Advisory Partners LLC
Showing 1 - 10 of 15 top financial advisors.
1
Jeremiah A. Johnson
CRD#: 2688000
2100 East Cary Street, Suite 200, Richmond, VA 23223
96
Wealthminder
score

Jeremiah Johnson (CRD# 2688000) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Richmond, VA and has over 20 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
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 8 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.

3
Thomas E. Stine
CRD#: 2436948
2100 East Cary Street, Suite 200, Richmond, VA 23223
96
Wealthminder
score

Thomas Stine (CRD# 2436948) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Richmond, VA and has over 14 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.

4
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 5 years of experience in the finance industry.

5
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 14 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.

6
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 13 years of experience in the finance industry.

7
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 21 years of experience in the finance industry.

8
Jonathan A. Owenby
CRD#: 3109421
5755 North Point Parkway, Alpharetta, GA 30022
93
Wealthminder
score

Jonathan Owenby (CRD# 3109421) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Alpharetta, GA and has over 16 years of experience in the finance industry.

9
Jeffrey Perry
CRD#: 5263625
46090 Lake Center Plaza, #100 A, Sterling, VA 20165
93
Wealthminder
score

Jeffrey Perry (CRD# 5263625) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Sterling, VA and has over 6 years of experience in the finance industry.

10
Russell C. Reinhart
CRD#: 5422311
703 South Bradford Avenue, West Chester, PA 19382
93
Wealthminder
score

Russell Reinhart (CRD# 5422311) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 8 years of experience in the finance industry.

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