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 LLC that acts as a capital allocator for both individual/family and institutional clients. Since registering in 2014 the firm has provided comprehensive wealth services that include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor.
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 18HENRY SUPINSKI
Founder & CEOCRD 5860657
STEVEN BELL
Service CoordinatorCRD 7284045
CHRISTOPHER URNESS
Founder & CEOCRD 4491912
Contacts
3 of 150WILLIAM BAUCUM
Financial AdvisorCRD 6063492
CRISTINA CARUSO
Financial AdvisorCRD 5054399
DOMINICK AMMIRATO
Financial AdvisorCRD 6832285
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 767Active vs passive
$5.6B in ETFs
66%
$3.7B
18%
$1.9B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $348M | 4,543,574 | 6.16% |
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
Similar firms
VENERABLE INVESTMENT ADVISERS, LLC
RIAWEST CHESTER, PA
WEDMONT PRIVATE CAPITAL
RIAWEST CHESTER, PA
KEY FINANCIAL, INC.
RIAWEST CHESTER, PA
VEERY CAPITAL, LLC
RIAWEST CHESTER, PA
MARKET STREET WEALTH MANAGEMENT
RIAWEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC
RIAWEST CHESTER, PA