Wealthcare Advisory Partners LLC
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 171976
- Registered since
- July 14, 2014
- Website
- www.wealthcaregdx.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.16%
- Individuals28.65%
- Pension & Profit Sharing Plans5.58%
- Corporations / Businesses1.09%
- Charitable Organizations0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthcare Advisory Partners LLC is an SEC-registered advisory firm (registered in 2014) organized as an LLC that serves both individuals/families and institutional clients. The firm acts as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of other advisers. Its fee model includes percentage-of-AUM charges as well as hourly and fixed fees. Wealthcare is not identified as an active ESG investor and reports affiliations that include broker-dealer activity and other investment adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities15%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Owners & executives
3 of 17
Blake Fellows
Founder & CEOCRD 4374810
Christopher Urness
Founder & CEOCRD 4491912
James Krause
Chief Compliance OfficerCRD 4143726
Contacts
3 of 162
Christopher Holland
Portfolio ManagerCRD 5663404
Neil Gordon
Managing Partner, Financial AdvisorCRD 5697688
Mark Dougherty
Co-FounderCRD 5716053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,501Active vs passive
$11.5B in ETFs
66%
$7.7B
17%
$3.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $386M | 4,391,034 | 3.34% |
Location
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1065 Andrew Dr
- Time zone
- ET (UTC-5)
- Office locations
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