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 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
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 18
Blake Fellows
Founder & CEOCRD 4374810
Christopher Urness
Founder & CEOCRD 4491912
James Krause
Chief Compliance OfficerCRD 4143726
Contacts
3 of 159
Christopher Holland
Portfolio ManagerCRD 5663404
Neil Gordon
Managing Partner, Financial AdvisorCRD 5697688
Mark Dougherty
Co-FounderCRD 5716053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 792Active 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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