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 organized as an LLC and operating since 2014. It serves both individual and family clients as well as institutional clients, and functions as a capital allocator that selects third‑party managers in addition to managing client portfolios directly. Advisory services cited include financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. The firm charges fees on a percentage‑of‑AUM basis and also uses hourly and fixed fees for some engagements. The firm is not identified as an active ESG investor. It maintains industry affiliations that include broker‑dealer relationships in addition to its investment advisory activities.
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 19
Henry Supinski
Founder & CEOCRD 5860657
Steven Bell
Service CoordinatorCRD 7284045
Christopher Urness
Founder & CEOCRD 4491912
Contacts
3 of 160
William Baucum
Financial AdvisorCRD 6063492
Cristina Caruso
Financial AdvisorCRD 5054399
Anna Green
Wealth AdvisorCRD 6898965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 793Active vs passive
$5.9B in ETFs
66%
$3.9B
18%
$2B
| 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 | 6.54% |
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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