Wealthcare Capital Partners, LLC

RIASEC Registered

Total AUM

$407M

Discretionary

$388M

95% of AUM

Avg account

$255K

Accounts

1,599

Employees

Advisory reps

Firm details

Headquarters: West Chester, Pennsylvania
CRD number: 330300
Registered since: April 24, 2024
Website: www.wealthcaregdx.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.76%
Individuals36.98%
Pension & Profit Sharing Plans5.15%
Corporations / Businesses0.07%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealthcare Capital Partners, LLC is an independent registered investment adviser that began SEC registration in 2024. The firm is organized as a limited liability company with ownership structured between a domestic entity and individual owners. It serves both individual and family clients as well as institutional accounts and operates as a capital allocator that places client capital with third‑party managers in addition to managing portfolios directly. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Compensation is flexible, including percentage‑of‑assets, hourly work, and fixed‑fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds73%
Exchange Traded Equities18%
Cash & Cash Equivalents8%
Investment Grade Corp Bonds1%

Owners & executives

3 of 4

Blake Fellows
Founder & CEOCRD 4374810
James Krause
Chief Compliance OfficerCRD 4143726
Justin DuBrueler
Chief Financial Officer, Chief Administrative OfficerCRD 6865294