WEST CHESTER, PACRD 330300Latest ADV April 9, 2026
Wealthcare Capital 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 9, 2026, reports $407M in regulatory assets under management, 14 employees, 4 offices, and 1,599 accounts.
Assets Under Management
$407M
Employees
14
Offices
4 offices
Total Clients
717
Primary office
WEST CHESTER, PA
1065 ANDREW DRIVE, WEST CHESTER, PA, United States
Top client segmentIndividuals represent 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
616
2
HNWI
12.8%
92
3
Pension Plans
1.3%
9
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$407Mas of April 9, 2026
Discretionary95.3%
$388M
95% of total RAUM95.3%
Non-discretionary4.7%
$19M
5% of total RAUM4.7%
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$407M
Total Accounts1,599
10Y AUM Change+$407M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee51:1
10Y Employee Change+10 (+250.0%)
* 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.