Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC (CRD# 171976) is a financial advisory firm headquartered in West Chester, PA. They manage $4,541,661,225 in 17,793 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management4,542MILLION
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Total Number of Accounts17,793ACCOUNTS
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Average Account Value$255,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
Jacob Zuniga (CRD# 6441873) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Alpharetta, GA and has over 9 years of experience in the finance industry.
Steven Bell (CRD# 7284045) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Marietta, GA and has over 2 years of experience in the finance industry.
Cristina Bennett (CRD# 7373252) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has 1 year of experience in the finance industry.
Nathan Borrmann (CRD# 7349290) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has 1 year of experience in the finance industry.
Colby Davis (CRD# 5487091) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Winston Salem, NC and has over 2 years of experience in the finance industry.
Matthew Davis (CRD# 5487092) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Winston Salem, NC and has over 3 years of experience in the finance industry.
Tara Diamond (CRD# 7897921) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Wayne, PA and has 1 year of experience in the finance industry.
Joe Jimenez (CRD# 7795179) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Roseville, CA and has 1 year of experience in the finance industry.
Jana Lockhart (CRD# 6610164) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 6 years of experience in the finance industry.
Timothy McGuire (CRD# 1135415) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 40 years of experience in the finance industry.