Wealthcare Capital Partners, Llc
- Regulatory AUM
- $407M
- Discretionary
- $388M
- Clients
- 717
- Avg AUM / client
- $568K
- Accounts
- 1,599
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 616 | $151M | 37.0% |
| High net worth individuals | 92 | $235M | 57.8% |
| Pension and profit sharing plans | 9 | $21.0M | 5.15% |
| Charitable organizations | Fewer than 5 clients | $180K | 0.04% |
| Corporations and other businesses | Fewer than 5 clients | $305K | 0.07% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Du Brueler, Justin | Chief Financial Officer | Feb 2024 (3y) | Less than 5% | |
| James Joseph Krause | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Regan, Matthew, Thomas | President | Feb 2024 (3y) | Less than 5% | |
| Ronald Eliot Madey | Chief Investment Officer | CFA | Feb 2024 (3y) | Less than 5% |
| Craig Guy Fischer | Registered representative | May 2024 (2y) | ||
| Carol M Ashmen | Registered representative | May 2024 (2y) | ||
| Blake Edward Fellows | Registered representative | Jul 2024 (2y) | ||
| Jessica Kay Hoffman | Registered representative | Jul 2024 (2y) | ||
| Keri Elizabeth Blake | Registered representative | Jul 2024 (2y) | ||
| Michael Anthony Schimmel | Registered representative | Jul 2024 (2y) | ||
| Ruben Gonzalo Devia Arbanil | Registered representative | CFP | Jul 2024 (2y) | |
| Chase Geiger | Registered representative | Apr 2025 (1y) |
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 |
| Newspring Holdings Co Investor (Fw) Llc | Member | Mar 2018 | B | ≈ 5.27% – 37.5% via Wealthcare Holdings Llc |
| Wealthcare Parent Inc. | Member | Dec 2021 | B | ≈ 14.06% – 50% via Wealthcare Partners 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
- Newspring Holdings Co Investor (Fw) 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
- 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
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.23 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
- Charles Schwab & Co. $386M (95% of AUM) May 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: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗