Matthew Regan is a control person of Wealthcare Advisory Partners and directly owns under 5% of it. Matthew Regan studied at the University of Toronto.
Wealthcare Advisory Partners is an investment adviser based in West Chester, PA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $8.29 billion, as filed on 12 August 2026. Its fees, ownership and offices are on the firm’s profile.
Matt Regan is President of Wealthcare. Before Wealthcare, he was Chief Operating Officer of Wescott Financial, an RIA based in Philadelphia. He has more than two decades in the financial services industry. As a founding partner of WR Hambrecht+Co, he launched the retail brokerage offering and helped to design and launch the auction-based OpenIPO system.
- CRD
- 2482606
- Firm
- Wealthcare Advisory Partners · CRD 171976
- Role
- President
- In role since
- August 2018 · 8 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- West Chester, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthcaregdx.com
Where does Matthew Regan work?
Matthew Regan has been President of Wealthcare Advisory Partners LLC since August 2018, and is a control person of the firm.
How can I verify Matthew Regan’s record?
Matthew Regan’s role is listed on Wealthcare Advisory Partners LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 171976.
