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
Lee Morris (CRD# 5656233) 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.
Matthew Paschang (CRD# 7384470) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Leawood, KS and has over 2 years of experience in the finance industry.
Michael Schimmel (CRD# 4568316) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 17 years of experience in the finance industry.
Brendan Sheehan (CRD# 2408208) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Neptune City, NJ and has 1 year of experience in the finance industry.
Luke Shevlin (CRD# 7683248) 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.
Tyler Smiarowski (CRD# 7586718) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Marion, IA and has 1 year of experience in the finance industry.
Alexander Stuver (CRD# 7036168) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Webster, NY and has over 4 years of experience in the finance industry.
Justin Vestri (CRD# 6663585) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 4 years of experience in the finance industry.
Kyle Wharton (CRD# 5801117) 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.
Emily Wilborn (CRD# 7530149) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Leawood, KS and has over 2 years of experience in the finance industry.