WEST CHESTER, PACRD 171976Latest ADV April 7, 2026
Wealthcare Advisory Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Chester, PA. Its latest Form ADV filing, dated April 7, 2026, reports $8.3B in regulatory assets under management, 243 employees, 69 offices, and 24,675 accounts.
Assets Under Management
$8.3B
Employees
243
Offices
69 offices
Total Clients
10,948
Primary office
WEST CHESTER, PA
1065 ANDREW DRIVE, WEST CHESTER, PA, United States
Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
8,512
2
HNWI
19.9%
2,184
3
Pension Plans
1.6%
174
4
Charitable
0.4%
41
5
Corporations
0.3%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.3Bas of April 7, 2026
Discretionary95.9%
$7.9B
96% of total RAUM95.9%
Non-discretionary4.1%
$344M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.3B
Total Accounts24,675
10Y AUM Change+$7.8B (+1656.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees243
Clients per Employee45:1
10Y Employee Change+213 (+710.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.