Wealthcare Advisory Partners LLC

RIASEC Registered
Total AUM
$8.3B
Discretionary
$7.9B
96% of AUM
Avg account
$336K
Accounts
24,675
Employees
243
Advisory reps
177

Firm details

Headquarters
West Chester, Pennsylvania
CRD number
171976
Registered since
July 14, 2014
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

FINTRX

Overview

Wealthcare Advisory Partners LLC is an independent RIA that describes itself as a capital allocator serving both individual/family and institutional clients. The firm is registered with the SEC (registration year 2014) and offers a mix of fee arrangements, including percentage-of-AUM, hourly charges, and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, and selection of other advisers. The firm reports industry affiliations that include broker-dealer relationships and other investment advisers. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 15%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 3%, US Government Bonds 1%, State & Local Bonds 1%, Private Funds 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds3%
  • US Government Bonds1%

Owners & executives

3 of 18
  • Blake Fellows

    Blake Fellows

    Founder & CEOCRD 4374810

  • Christopher Urness

    Christopher Urness

    Founder & CEOCRD 4491912

  • James Krause

    James Krause

    Chief Compliance OfficerCRD 4143726

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Contacts

3 of 159
  • Christopher Holland

    Christopher Holland

    Portfolio ManagerCRD 5663404

  • Neil Gordon

    Neil Gordon

    Managing Partner, Financial AdvisorCRD 5697688

  • Mark Dougherty

    Mark Dougherty

    Co-FounderCRD 5716053

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 792

Active vs passive

$5.9B in ETFs

Passive

66%

$3.9B

Active

18%

$2B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$386M4,391,0346.54%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth