Wealthcare Advisory Partners Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 171976
· SEC file 801-80067
· West Chester, PA
· wealthcarelv.com
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ADV data as of Jul 27, 2026
- Regulatory AUM
- $8.3B
- Discretionary
- $7.9B
- Clients
- 10,948
- Avg AUM / client
- $757K
- Accounts
- 24,675
- Employees
- 243
AUM over time
$0
$8.3B
Jul 2014
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Investments (13F portfolio — 1,084 positions, $5,274,277,645)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | ST STR P500ETF | $385,884,091 | 4,391,034 | 7.32% | 4.66% |
| 2 | Spdr Series Trust | ST STR PR SP1500 | $227,706,929 | 2,508,062 | 4.32% | 2.75% |
| 3 | Vanguard Index Fds | TOTAL STK MKT | $147,439,379 | 398,442 | 2.8% | 1.78% |
| 4 | Ishares Tr | 0-5 YR TIPS ETF | $135,130,452 | 1,322,733 | 2.56% | 1.63% |
| 5 | Spdr Series Trust | ST STR SP600 SML | $102,429,734 | 1,776,135 | 1.94% | 1.24% |
| 6 | Ishares Tr | 7-10 YR TRSY BD | $95,368,018 | 1,008,438 | 1.81% | 1.15% |
| 7 | Spdr Series Trust | ST STR P400MID | $83,138,736 | 1,230,591 | 1.58% | 1.0% |
| 8 | Spdr Series Trust | ST STR AGGRE ETF | $81,821,543 | 3,206,173 | 1.55% | 0.99% |
| 9 | Nvidia Corporation | COM | $75,729,941 | 378,479 | 1.44% | 0.91% |
| 10 | Spdr Index Shs Fds | ST STR PO EX ETF | $71,514,838 | 1,419,227 | 1.36% | 0.86% |
| 11 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $71,192,119 | 1,565,006 | 1.35% | 0.86% |
| 12 | State Str Spdr S&P 500 Etf T | TR UNIT | $65,140,766 | 87,230 | 1.24% | 0.79% |
| 13 | Vanguard Whitehall Fds | HIGH DIV YLD | $63,490,436 | 401,762 | 1.2% | 0.77% |
| 14 | Capital Group Dividend Value | SHS CREAT UNIT | $62,066,501 | 1,259,466 | 1.18% | 0.75% |
| 15 | Ishares Tr | NATIONAL MUN ETF | $62,018,434 | 576,272 | 1.18% | 0.75% |
| 16 | Wisdomtree Tr | US EFFIC CORE FD | $60,922,798 | 1,031,715 | 1.16% | 0.74% |
| 17 | Vanguard Index Fds | S&P 500 ETF SHS | $59,742,176 | 86,985 | 1.13% | 0.72% |
| 18 | Apple Inc | COM | $57,434,996 | 198,490 | 1.09% | 0.69% |
| 19 | Schwab Strategic Tr | US TIPS ETF | $55,385,273 | 2,090,010 | 1.05% | 0.67% |
| 20 | Invesco Qqq Tr | UNIT SER 1 | $53,759,164 | 73,003 | 1.02% | 0.65% |
| 21 | Ishares Tr | CORE S&P500 ETF | $45,248,052 | 60,420 | 0.86% | 0.55% |
| 22 | Dbx Etf Tr | XTRACK MSCI EAFE | $44,611,229 | 816,607 | 0.85% | 0.54% |
| 23 | Ishares Tr | CORE US AGGBD ET | $43,759,316 | 442,103 | 0.83% | 0.53% |
| 24 | Dimensional Etf Trust | US COR EQU 2 ETF | $41,056,286 | 925,525 | 0.78% | 0.5% |
| 25 | First Tr Exchng Traded Fd Vi | FT VEST US EQT | $40,864,267 | 741,908 | 0.77% | 0.49% |
Top 25 of 1,084 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,512 | $2.4B | 28.7% |
| High net worth individuals | 2,184 | $5.3B | 64.2% |
| Pension and profit sharing plans | 174 | $462M | 5.58% |
| Charitable organizations | 41 | $42.7M | 0.52% |
| Corporations and other businesses | 37 | $90.7M | 1.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Coachsource Llc 401(k) Profit Sharing Plan & Trust Coachsource Llc | 2024 | |
| Employees' Benefit Plan Of Barr & Barr, Inc. Barr & Barr, Inc. | 2024 | |
| Jma Solutions, Llc 401(k) Plan Jma Solutions, Llc | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (177)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Du Brueler, Justin | Chief Financial Officer | Apr 2018 (8y) | Less than 5% | |
| Ronald Eliot Madey | Chief Investment Officer | CFA | Apr 2018 (8y) | Less than 5% |
| Regan, Matthew, Thomas | President | Aug 2018 (8y) | Less than 5% | |
| James Joseph Krause | Chief Compliance Officer | Apr 2021 (5y) | Less than 5% | |
| Mark Bredin | Registered representative | Chartered Financial Consultant | Dec 2014 (12y) | |
| Russell Reinhart | Registered representative | CFP | Dec 2014 (12y) | |
| Blake Edward Fellows | Registered representative | Mar 2015 (11y) | ||
| Andrew Martin Meehan | Registered representative | Mar 2015 (11y) | ||
| Feleatha Eanes Hyde | Registered representative | Aug 2015 (11y) | ||
| Jeffrey Thomas Jones | Registered representative | CFP | Aug 2015 (11y) | |
| Jonathan Alan Owenby | Registered representative | Aug 2015 (11y) | ||
| Lisa Lynn Disney | Registered representative | Aug 2015 (11y) | ||
| Christopher Thomas Urness | Registered representative | CFP Chartered Financial Consultant | Feb 2016 (10y) | |
| Jeremiah Andrew Johnson | Registered representative | CFP | Jun 2016 (10y) | |
| Richard Hoffman Hoy | Registered representative | Oct 2016 (10y) | ||
| Daniel Charles Mccarthy | Registered representative | CFP | Jan 2017 (10y) | |
| Daniel Martin Shevlin | Registered representative | CFP | Feb 2017 (9y) | |
| Jon Peter Walheim | Registered representative | Feb 2017 (9y) | ||
| Mark Andrew Fulton | Registered representative | Mar 2017 (9y) | ||
| Anthony Allen Tomash | Registered representative | Mar 2017 (9y) | ||
| Jacob Michael Zuniga | Registered representative | Apr 2017 (9y) | ||
| John Edward Tattersall | Registered representative | Jun 2017 (9y) | ||
| William Emmett Baucum | Registered representative | Oct 2017 (9y) | ||
| James Frederick Miller | Registered representative | Nov 2017 (9y) | ||
| Elizabeth Weir Craddock | Registered representative | Jan 2018 (9y) | ||
| Alison Elizabeth Pettine Wyshock | Registered representative | Chartered Financial Consultant | Feb 2018 (8y) | |
| John Emmanuel Simone | Registered representative | Feb 2018 (8y) | ||
| Joshua Glenn Rothbard | Registered representative | Feb 2018 (8y) | ||
| Martin William Minder | Registered representative | CFP Chartered Financial Consultant | Feb 2018 (8y) | |
| Matthew Robert Crescenzo | Registered representative | Feb 2018 (8y) | ||
| Neil Ira Gordon | Registered representative | Chartered Financial Consultant | Feb 2018 (8y) | |
| Travis Karabin Boyer | Registered representative | Feb 2018 (8y) | ||
| Kevin Ralph | Registered representative | CFP | Feb 2018 (8y) | |
| Jason Wayne Forsythe | Registered representative | Feb 2018 (8y) | ||
| Brian Thomas Cody | Registered representative | CFP | Apr 2018 (8y) | |
| Mark William Lange | Registered representative | Apr 2018 (8y) | ||
| Steven Jay Perlman | Registered representative | Jul 2018 (8y) | ||
| Maria Catherine Cacia | Registered representative | Sep 2018 (8y) | ||
| Brent Edwin Shepherd | Registered representative | CFP | Feb 2019 (7y) | |
| Cindy Kay Day | Registered representative | Feb 2019 (7y) | ||
| Kristen Deanne Shepherd | Registered representative | Feb 2019 (7y) | ||
| Irma Lincoln Hampton | Registered representative | Apr 2019 (7y) | ||
| Smitha Thomas | Registered representative | CFP | May 2019 (7y) | |
| Vincent Jude Lapietra | Registered representative | May 2019 (7y) | ||
| Janet Leann Barr | Registered representative | Chartered Financial Consultant | May 2019 (7y) | |
| Michael Jeffrey Freedman | Registered representative | CFP Chartered Financial Consultant | May 2019 (7y) | |
| Christopher Michael Schank | Registered representative | Jul 2019 (7y) | ||
| Michael Anthony Schimmel | Registered representative | Nov 2019 (7y) | ||
| Andrew Murphy Windham | Registered representative | Jan 2020 (7y) | ||
| Alexander James Stuver | Registered representative | Jan 2020 (7y) | ||
| Solomon Mario Lamacchio | Registered representative | Jan 2020 (7y) | ||
| Robert James Burdumy | Registered representative | Feb 2020 (6y) | ||
| James William Graves | Registered representative | CFP | Mar 2020 (6y) | |
| Paul K Doak | Registered representative | CFP | Oct 2020 (6y) | |
| Stephen Leslie Coffman | Registered representative | Oct 2020 (6y) | ||
| Katrina Bowers Falke | Registered representative | Jan 2021 (6y) | ||
| Mark Christopher Miller | Registered representative | CFP | Jan 2021 (6y) | |
| Thomas Stephen Richards | Registered representative | Jan 2021 (6y) | ||
| Thomas Theodore Corenevsky | Registered representative | Feb 2021 (5y) | ||
| Justin Ryan Vestri | Registered representative | Mar 2021 (5y) | ||
| Frank Michael Galzarano | Registered representative | CFP Chartered Financial Consultant | May 2021 (5y) | |
| Mark Dougherty | Registered representative | CFP | May 2021 (5y) | |
| Steven Darren Vestri | Registered representative | Jun 2021 (5y) | ||
| Richard Todd Davis | Registered representative | Jul 2021 (5y) | ||
| William Joel Thornton | Registered representative | Jul 2021 (5y) | ||
| Christopher Michael Becks | Registered representative | Sep 2021 (5y) | ||
| Symour Jacobs | Registered representative | CFP | Oct 2021 (5y) | |
| Eugene James Long | Registered representative | Oct 2021 (5y) | ||
| Matthew Robert Coburn | Registered representative | Oct 2021 (5y) | ||
| Stephen Paluck | Registered representative | Nov 2021 (5y) | ||
| William F Corr | Registered representative | Nov 2021 (5y) | ||
| Ayad Amary | Registered representative | CFP | Dec 2021 (5y) | |
| Robert Kenneth Richards | Registered representative | Jan 2022 (5y) | ||
| Stefan Nensala | Registered representative | CFP | Jan 2022 (5y) | |
| Joshua Levi Styrcula | Registered representative | CFP | Mar 2022 (4y) | |
| Todd Anthony Scorzafava | Registered representative | CFP | Apr 2022 (4y) | |
| Colby Lauten Davis | Registered representative | May 2022 (4y) | ||
| Jack Eugene Ditt | Registered representative | May 2022 (4y) | ||
| Jana Lea Lockhart | Registered representative | May 2022 (4y) | ||
| Christopher Von Holland | Registered representative | CFA | Jul 2022 (4y) | |
| Brandon Wesley Gulley | Registered representative | Jul 2022 (4y) | ||
| Chad Spencer Williams | Registered representative | Jul 2022 (4y) | ||
| Tyler Lee Smiarowski | Registered representative | CFP | Aug 2022 (4y) | |
| Cristina L Caruso | Registered representative | Sep 2022 (4y) | ||
| Steven Thomas Bell | Registered representative | Oct 2022 (4y) | ||
| Thomas Daniel Padilla | Registered representative | Nov 2022 (4y) | ||
| John J Fiorito | Registered representative | Dec 2022 (4y) | ||
| John Francis Norton | Registered representative | Dec 2022 (4y) | ||
| Blaine William Butcher | Registered representative | CFP | Dec 2022 (4y) | |
| Joyce Lynn Pereira | Registered representative | Dec 2022 (4y) | ||
| Adam Mccord Sommers | Registered representative | Jan 2023 (4y) | ||
| Douglas Daniel Koopmann | Registered representative | Apr 2023 (3y) | ||
| Tameron Lynn Keyes | Registered representative | Apr 2023 (3y) | ||
| Adam Jason Soloff | Registered representative | CFP | Apr 2023 (3y) | |
| Dominick P Ammirato | Registered representative | CFP | May 2023 (3y) | |
| Nathan Tyler Borrmann | Registered representative | Jun 2023 (3y) | ||
| William Joseph Bradley | Registered representative | Chartered Financial Consultant | Aug 2023 (3y) | |
| Charles Dan Gray | Registered representative | Oct 2023 (3y) | ||
| James Patrick Kniffen | Registered representative | CFP Chartered Financial Consultant | Nov 2023 (3y) | |
| James Francis Madden | Registered representative | Dec 2023 (3y) | ||
| Christopher Stephen Cotterell | Registered representative | Jan 2024 (3y) | ||
| Ryan Charles Oates | Registered representative | CFP | Jan 2024 (3y) | |
| Thomas Eric Stine | Registered representative | CFP | Jan 2024 (3y) | |
| Karen Ann Koenig | Registered representative | Feb 2024 (2y) | ||
| Henry Benjamin Supinski | Registered representative | Feb 2024 (2y) | ||
| Benjamin Charles Chamberlain | Registered representative | Feb 2024 (2y) | ||
| Andreas Wochtl | Registered representative | CFP | Mar 2024 (2y) | |
| Cristina M Bennett | Registered representative | CFP | Mar 2024 (2y) | |
| Timothy James Mcguire | Registered representative | CFP | Mar 2024 (2y) | |
| Tara Diamond | Registered representative | Apr 2024 (2y) | ||
| Luke W Shevlin | Registered representative | Apr 2024 (2y) | ||
| Brian James Ward | Registered representative | CFA | May 2024 (2y) | |
| Stephen Vincent Mcguire | Registered representative | CFA | May 2024 (2y) | |
| Timmy Lee Baker | Registered representative | Jun 2024 (2y) | ||
| Charles Keith Gunn | Registered representative | CFP | Aug 2024 (2y) | |
| Ryan Keith Gunn | Registered representative | CFP | Aug 2024 (2y) | |
| Leith Suzanne Harmon | Registered representative | Dec 2024 (2y) | ||
| Susan Grinnell Middleton | Registered representative | CFP CFA | Dec 2024 (2y) | |
| Alexander Martens Molinaro | Registered representative | Dec 2024 (2y) | ||
| Lawrence John Fisher | Registered representative | Jan 2025 (2y) | ||
| Lawrence Robert Fisher | Registered representative | Jan 2025 (2y) | ||
| Mark Robert Mahaney | Registered representative | Jan 2025 (2y) | ||
| Mohammed A Siddiqui | Registered representative | Mar 2025 (1y) | ||
| Mason Baucum | Registered representative | Mar 2025 (1y) | ||
| David Anthony Camilleri | Registered representative | Mar 2025 (1y) | ||
| David James Petoskey | Registered representative | Mar 2025 (1y) | ||
| Jason Louis Pivoz | Registered representative | Mar 2025 (1y) | ||
| Julie Neff Keating | Registered representative | Mar 2025 (1y) | ||
| Mitchell Sehi | Registered representative | Mar 2025 (1y) | ||
| Scott Edward Montgomery | Registered representative | Mar 2025 (1y) | ||
| Timothy Paul Lata | Registered representative | Chartered Financial Consultant | Mar 2025 (1y) | |
| William Thomas Gibbons | Registered representative | Mar 2025 (1y) | ||
| James Marshall Du Brueler | Registered representative | Apr 2025 (1y) | ||
| David Alan Kaiser | Registered representative | Apr 2025 (1y) | ||
| Gary Dale Haapala | Registered representative | CFP | May 2025 (1y) | |
| Jack Victor Clauser | Registered representative | Jun 2025 (1y) | ||
| Steven D Privette | Registered representative | CFP | Jun 2025 (1y) | |
| Ronald Douglas Sala | Registered representative | Jul 2025 (1y) | ||
| Andrew D Gauldin | Registered representative | Jul 2025 (1y) | ||
| Hugh Titus Singletary | Registered representative | Aug 2025 (1y) | ||
| Michael Holcomb | Registered representative | Oct 2025 (1y) | ||
| Frederick John Crowley | Registered representative | CFP | Oct 2025 (1y) | |
| Robert Alfanso Crowley | Registered representative | CFP CFA | Oct 2025 (1y) | |
| Hongwei Liu | Registered representative | CFP | Nov 2025 (1y) | |
| Anthony Michael Aulffo | Registered representative | CFP | Jan 2026 (1y) | |
| Brendan Harry Sheehan | Registered representative | Jan 2026 (1y) | ||
| Jerry Aroneo | Registered representative | Jan 2026 (1y) | ||
| Robin Michael Walsh | Registered representative | Jan 2026 (1y) | ||
| Daniel Leonard Ascani | Registered representative | Jan 2026 (1y) | ||
| Henry John Saur | Registered representative | CFP | Jan 2026 (1y) | |
| Sean Michael Wilson | Registered representative | Jan 2026 (1y) | ||
| Steven Kenneth Bachmann | Registered representative | Jan 2026 (1y) | ||
| Brett Henry Feldman | Registered representative | Jan 2026 (1y) | ||
| Tara Lynn Shannon | Registered representative | Feb 2026 (0y) | ||
| David Willingham Lentz | Registered representative | Feb 2026 (0y) | ||
| Andrew Emerson Shuford | Registered representative | Mar 2026 (0y) | ||
| Imagbe Felix Odigie | Registered representative | Mar 2026 (0y) | ||
| Douglas Edward Grom | Registered representative | Mar 2026 (0y) | ||
| Tucker J Davis | Registered representative | Apr 2026 (0y) | ||
| Richard Lee Bartholomew | Registered representative | CFP | Apr 2026 (0y) | |
| Tori Beth Coy | Registered representative | May 2026 (0y) | ||
| Jeffrey Peirce Garinger | Registered representative | May 2026 (0y) | ||
| Paul Pittman | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) | |
| Kevin Joseph Brey | Registered representative | Jun 2026 (0y) | ||
| Kathryn Rochelle Lopez | Registered representative | Jun 2026 (0y) | ||
| Lauren Bowers | Registered representative | Jun 2026 (0y) | ||
| Cynthia Denise Salzman | Registered representative | Jun 2026 (0y) | ||
| Matthew N Wallen | Registered representative | CFP CFA | Jun 2026 (0y) | |
| Jason Plawner | Registered representative | CFA | Jul 2026 (0y) | |
| James August Bartolacci | Registered representative | Jul 2026 (0y) | ||
| Jesse Philip Pellegrino | Registered representative | Jul 2026 (0y) | ||
| Ryan Joseph Conlin | Registered representative | CFP | Jul 2026 (0y) | |
| Stephen Kronick | Registered representative | Jul 2026 (0y) | ||
| John C Bianchi | Registered representative | CFA | Jul 2026 (0y) | |
| Joseph Clark Parsons | Registered representative | CFP | Jul 2026 (0y) | |
| Richard Sewall Rodman | Registered representative | Jul 2026 (0y) | ||
| Spencer Fried | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealthcare Parent Holdings Llc | Member | Dec 2021 | A | 75% or more |
| Wealthcare Holdings Llc | Manager And Sole Member | Sep 2013 | B | ≈ 21.09% – 75% via Wealthcare Llc |
| Wealthcare Partners Llc | Member | Sep 2022 | B | ≈ 56.25% – 100% via Wealthcare Parent Holdings Llc |
| Wealthcare Llc | Member | Mar 2018 | B | ≈ 28.13% – 75% via Wealthcare Partners Llc |
| Wealthcare Parent Inc. | Member | Jan 2022 | B | ≈ 14.06% – 50% via Wealthcare Partners Llc |
| Newspring Holdings Co Investor Llc | Member | Mar 2018 | B | ≈ 5.27% – 37.5% via Wealthcare Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wealthcare Holdings Llc: 75% – 100% of Wealthcare Llc × 50% – 75% of Wealthcare Partners Llc × 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Wealthcare Partners Llc: 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Wealthcare Llc: 50% – 75% of Wealthcare Partners Llc × 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Wealthcare Parent Inc.: 25% – 50% of Wealthcare Partners Llc × 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Newspring Holdings Co Investor Llc: 25% – 50% of Wealthcare Holdings Llc × 75% – 100% of Wealthcare Llc × 50% – 75% of Wealthcare Partners Llc × 75% – 100% of Wealthcare Parent Holdings Llc × 75% – 100% direct ≈ 5.27% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Coachsource Llc 401(k) Profit Sharing Plan & Trust | Coachsource Llc | 451 | $2.9M | 01/01/2024 |
| Employees' Benefit Plan Of Barr & Barr, Inc. | Barr & Barr, Inc. | 118 | $38.6M | 01/01/2024 |
| Jma Solutions, Llc 401(k) Plan | Jma Solutions, Llc | 98 | $9.3M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 2.22 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 06/26/2026 | 2.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $3.9B (47% of AUM) Jul 2026
- Charles Schwab & Co. $3.1B (37% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗