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Wealthcare Advisory Partners

Wealth managementRIA network

West Chester, PACRD 171976Updated

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.

$8.29B
AUM
10.9K
Clients
$719K
AUM per individual client
173
Advisory staff
70
Offices
1.85%
Fee
Up to

From Form ADV filed 12 August 2026SEC record

Services and clients

Wealthcare Advisory Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1,500 clients last fiscal year.

Wealthcare Advisory Partners reports 10,948 clients. They include 8,512 individual clients, 2,184 high-net-worth individuals, and 174 pension and profit-sharing plans. Of its assets, 95.9% ($7.94B across 24,509 accounts) are managed with discretion; $344M across 166 accounts are not. A wrap fee program the firm both sponsors and manages holds $2.75B. Of its clients, 1% are outside the U.S.

Clients and assets by client type
Clients10,948 clients
Assets$8.29B
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)78%29%
High-net-worth individuals20%64%
Pension and profit-sharing plans2%6%
Charitable organizations<1%<1%
Corporations and other businesses<1%1%
Client breakdown and activity details
Individuals (other than HNW)
Clients
8,512
Regulatory AUM
$2.37B
AUM share
28.7%
Avg. per client
$279K
High-net-worth individuals
Clients
2,184
Regulatory AUM
$5.32B
AUM share
64.2%
Avg. per client
$2.43M
Pension and profit-sharing plans
Clients
174
Regulatory AUM
$462M
AUM share
5.6%
Avg. per client
$2.66M
Charitable organizations
Clients
41
Regulatory AUM
$42.7M
AUM share
0.5%
Avg. per client
$1.04M
Corporations and other businesses
Clients
37
Regulatory AUM
$90.7M
AUM share
1.1%
Avg. per client
$2.45M

Total

Clients
10,948
Regulatory AUM
$8.29B
AUM share
100%
Avg. per client
$757K
Clients outside the U.S.
1%
Clients advised without assets under management last fiscal year
0
Private funds advised
0
Financial planning clients last fiscal year
1500

Wealthcare Advisory Partners fees and minimums

Wealthcare Advisory Partners charges up to 1.85% for its Investment Management Services. The brochure does not state whether the rate is annual; its fees and minimums are set out in its brochures on the SEC website.

Who owns Wealthcare Advisory Partners

Wealthcare Parent Holdings LLC owns 75% or more of Wealthcare Advisory Partners and is in turn owned by Wealthcare Partners LLC (75% or more). The leadership team of Wealthcare Advisory Partners includes President Matthew Regan, Chief Investment Officer Ronald Madey and Chief Financial Officer Justin DuBrueler. It has 243 employees, 173 of them in advisory roles.

Leadership

Investment adviser representatives

174 representatives listed in the SEC register as of 9 October 2026.

  • Ayad Amary
  • Dominick P Ammirato
  • Jerry Aroneo
  • Daniel Leonard Ascani
  • Anthony Michael Aulffo
  • Steven Kenneth Bachmann
  • Janet Leann Barr
  • Richard Lee Bartholomew II
  • James August Bartolacci
  • Mason Baucum
  • William Emmett Baucum III
  • Christopher Michael Becks

Staff

  • 243 employees
  • 173 in advisory functions
  • 173 state-registered reps
  • 107 broker-dealer reps
  • 115 insurance agents
  • 10 soliciting firms
Ownership chain
Wealthcare Advisory Partners LLC· the adviser

  • Wealthcare Parent Holdings LLC

    Control person · since December 2021

    Owns 75% or more of Wealthcare Advisory Partners LLC

    • Wealthcare Partners LLC

      Control person · since September 2022

      Owns 75% or more of Wealthcare Parent Holdings LLC

      • Wealthcare LLC

        Control person · since March 2018

        Owns 75% or more of Wealthcare Partners LLC

        • Wealthcare Parent Inc.

          Control person · since July 2025

          Owns 75% or more of Wealthcare LLC

          • Sammons Financial Group Wealth Management Holdings, LLC

            Control person · since July 2025

            Owns 75% or more of Wealthcare Parent Inc.

  • Consolidated Investment Services, Inc.

    Control person · since March 2026

    Owns 75% or more of Wealthcare Advisory Partners LLC

    • Sammons Corporation

      Control person · since March 2026

      Owns 75% or more of Consolidated Investment Services, Inc.

      • Sammons Enterprises, Inc.

        Control person · since March 2026

        Owns 75% or more of Sammons Corporation

Growth and acquisitions

Wealthcare Advisory Partners’ regulatory assets grew 3.2× from $2.55B (July 2021) to $8.29B (August 2026); clients rose from 4,805 to 10,948 and employees from 171 to 243. In 2025, Crowley Wealth Management ($383M in its last filing) joined it.

By annual filing
Measure
Figures from each annual filing
Wealthcare Advisory Partners figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
August 2026$8.29B10,94824370
July 2025$6.02B9,14221970
June 2024$4.54B8,37821070
July 2023$3.91B8,07018766
June 2022$3.37B5,88617556
July 2021$2.55B4,80517150

Firms that joined

  1. 20251 joined

    1. Crowley Wealth Management
      Form ADV-W, CRD 112368
      Last filed AUM $383M

Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.

Offices and registration details

Besides its headquarters, Wealthcare Advisory Partners has 69 offices, with 26 listed addresses across 15 states.

Listed office addresses by state

Pennsylvania · 4 listed addresses

  • 1065 Andrew Drive, West ChesterHQ
  • 1 East Uwchlan Ave, Exton
  • 660 Sentry Parkway, Blue Bell
  • 200 Gibraltar Road, Horsham

Other business names

Wealthcare Advisory Partners has reported 82 other business names to the SEC.

  • 103 Management
  • 2020 Financial Group
  • 24 Financial
  • Ab Clemence & Co
  • Alongside Advisors
  • Andrew M. Meehan
  • Assurgent Wealth Management
  • Atelier Private Wealth LLC
  • Beacon Wealth Management, LLC
  • Birds Eye Wealth Planning
  • Blackshire Wealth Management
  • Bredin Investments
Show all 82 names
  • CKL Capital
  • Cardinal Wealth Group
  • Coccarelli Wealth Management
  • Cody Financial Advisors
  • Confluence Wealth Management
  • Counsel Fiduciary, LLC
  • Covenant Investments
  • Creekside Financial Group, Inc.
  • Crowley Wealth Management
  • Denali Wealth Management
  • Eagle Financial
  • Federal Hill Wealth Management
  • Fellows
  • Fellows & Blake
  • Fellows Financial Group
  • Financial Wellness & Strategies
  • Finpoint Wealth Management
  • Focalpoint Wealth Management
  • Gdi Private Wealth Advisors
  • Grace Point Private Wealth
  • Gunn Financial Associates
  • Iam Advisory
  • Innovative Financial Solutions, Inc.
  • Intelligent Diversified Financial (I-D Financial)
  • Ja Johnson Group
  • Janet Barr CFS
  • Joppa Mill Advisors LTD
  • KK Financial Solutions
  • Kempner Wealth Management
  • Kniffen Portfolio Management
  • Kniffen Wealthcare
  • Lamacchio Financial Group
  • Long Financial Group, Inc.
  • Luminous Wealth
  • McGuire Financial Solutions
  • Milestone Financial Group
  • Miller Financial Group
  • Miller-Richards Wealth Management, LLC
  • Owenby Jones Wealth Management LLC
  • Paluck Capital Management
  • Paschang & Associates, LLC
  • Pier Financial Group
  • Princeton Wealth Planning
  • Prudent Wealthcare
  • Rubiq Financial
  • SS&C Wealth Management
  • Sancus Wealth Management, LLC
  • Savoire Financial
  • Secure Planning Group LLC
  • Solaris Financial Management, LLC
  • Soloff Wealth Management
  • Sommers Financial Management
  • TP Investment Advisory Services
  • Tattersall Financial Services
  • Tenured Wealth Management
  • Tomash Financial
  • Victor Wealth Management
  • Water Street Financial
  • Wealth Matters Advisors
  • Wealthcare Livonia
  • Wealthcare Management Services
  • Wealthcare Mid-Atlantic
  • Wealthcare NY
  • Wealthcare Partners of Tennessee
  • Wealthcare of Lehigh Valley
  • Wealthscorz Financial Group
  • Wealthy Profits
  • Wilborn Advisors
  • Windbrook Solutions, LLC
  • Wiser Wealthcare, Inc.

Contact and registration details

Legal name
Wealthcare Advisory Partners LLC
Headquarters
1065 Andrew Drive, West Chester, PA 19380
Website
wealthcaregdx.com
Phone
804-644-4711
X
@WealthcareMS
SEC file
801-80067
Structure
Delaware LLC
Fiscal year end
December

Custodians

Wealthcare Advisory Partners uses LPL Financial ($3.9B, 56%) and Charles Schwab ($3.06B, 44%) as custodians for its separately managed accounts. Wealthcare Advisory Partners has custody of $1.56B in client assets for 2,308 clients.

Reported separately managed account assets by custodian
$6.96B
named custodians
  • LPL FinancialLPL Financial LLC · Boston, MA · $3.9B56%
  • Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $3.06B44%

Investments and reported holdings

At year end, Wealthcare Advisory Partners’ separately managed accounts were mostly in funds (76%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $5.27B across 1,084 positions; the largest are SPDR Series Trust (7.3%), SPDR Series Trust (4.3%) and Vanguard Index Fds (2.8%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks15%
  • Funds76%
    • Registered funds75%
    • Pooled vehicles1%
  • Bonds5%
    • Investment grade corporate bonds3%
    • U.S. government and agency bonds1%
    • State and local bonds1%
  • Cash4%

Reported 13F holdings

$5.27B
Reported 13F value
1,084
Positions
26.7%
In the 10 largest
+2.6%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. SPDR Series Trust · ST Str P500etf7.3%
  2. SPDR Series Trust · ST Str PR Sp15004.3%
  3. Vanguard Index Fds · Total Stk Mkt2.8%
  4. iShares TR · 0-5 YR Tips ETF2.6%
  5. SPDR Series Trust · ST Str Sp600 Sml1.9%
  6. iShares TR · 7-10 YR Trsy BD1.8%
  7. SPDR Series Trust · ST Str P400mid1.6%
  8. SPDR Series Trust · ST Str Aggre ETF1.6%
  9. Nvidia Corporation1.4%
  10. SPDR Index Shs Fds · ST Str PO EX ETF1.4%

Together, the ten largest are 26.7% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 9 July 2026

Common questions

How many clients does Wealthcare Advisory Partners have?

Wealthcare Advisory Partners has 10,948 clients and manages $8.29 billion for them, as of August 2026. They include 8,512 individual clients, 2,184 high-net-worth individuals, and 174 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 August 2026

What services does Wealthcare Advisory Partners offer?

Wealthcare Advisory Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How much does Wealthcare Advisory Partners charge?

Wealthcare Advisory Partners charges up to 1.85% for its Investment Management Services. The brochure does not state whether the rate is annual.

Source: WEALTHCARE ADVISORY PARTNERS FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM"), filed 24 March 2026

Which custodians does Wealthcare Advisory Partners use?

Wealthcare Advisory Partners’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $3.9B and Charles Schwab & Co., Inc. (San Francisco, CA), with $3.06B. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 August 2026

How many financial advisors does Wealthcare Advisory Partners have?

Wealthcare Advisory Partners has 173 investment adviser representatives registered with state securities authorities, out of 243 employees, and 173 perform investment advisory functions. 107 employees are registered representatives of a broker-dealer and 115 employees are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Wealthcare Advisory Partners invest in?

At the end of its last fiscal year, Wealthcare Advisory Partners’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 4% cash and equivalents, 3% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Wealthcare Advisory Partners?

Wealthcare Advisory Partners is owned through a chain of holding companies by Sammons Financial Group Wealth Management Holdings, LLC and Sammons Enterprises, Inc. Its direct owners are Wealthcare Parent Holdings LLC (75% or more) and Consolidated Investment Services, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 12 August 2026

How does Wealthcare Advisory Partners get paid?

Wealthcare Advisory Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Is Wealthcare Advisory Partners registered with the SEC?

Yes, Wealthcare Advisory Partners has been registered with the SEC as an investment adviser since 14 July 2014. Its CRD number is 171976 and its SEC file number is 801-80067.

Source: Form ADV Part 1A, Item 1, filed 12 August 2026; IAPD firm record

How do I contact Wealthcare Advisory Partners?

Wealthcare Advisory Partners’ main office is at 1065 Andrew Drive, West Chester, PA 19380. Its phone number is 804-644-4711. Its website is wealthcaregdx.com.

Source: Form ADV Part 1A, Item 1.F, filed 12 August 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 12 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. WEALTHCARE ADVISORY PARTNERS FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM"), submitted 24 March 2026.
  3. IAPD firm record, CRD 171976.
  4. SEC registered adviser data, annual Form ADV amendments filed 16 July 2021 to 12 August 2026. Items 1.F and 5.
  5. Form ADV-W withdrawals of the firms listed under Growth and acquisitions, each linked to its IAPD record, from the SEC's Form ADV-W data. Item 1.
  6. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.
  7. Form 13F-HR, filed 9 July 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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