WEALTHCARE CAPITAL PARTNERS, LLC - Financial Advisor in Pennsylvania, West Chester

Tel: 804.644.4711 1065 Andrew Drive West Chester, Pennsylvania 19380

About WEALTHCARE CAPITAL PARTNERS, LLC

WEALTHCARE CAPITAL PARTNERS, LLC is a West Chester, Pennsylvania based financial advisory firm with nearly $160,589,922 in assets under management and provides investment advisory services for 801 clients. There are currently 13 financial advisors at the firm.

General Information

Firm CRD#:

330300

Firm SEC#:

801-129749

Assets Under Management:

$160,589,922

No. of Clients:

801

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

VENERABLE INVESTMENT ADVISERS, LLC

330755

801-130496

$9,803,013,288

WEDMONT PRIVATE CAPITAL

305815

801-121179

2017

$2,370,836,249

KEY FINANCIAL, INC.

116240

801-107742

4427

$2,166,191,568

MARKET STREET WEALTH MANAGEMENT

155157

801-81172

2376

$589,151,971

MARQUETTE ASSOCIATES, INC.

118655

801-71334

$410,559,528

FINANCIAL COACH

170478

801-81042

717

$346,775,812

TRINITY INVESTMENT ADVISORS, LLC

141039

801-66958

$300,990,891

BALLAST FINANCIAL ADVISORS, LLC

304430

801-117158

1343

$247,372,928

STONECROP WEALTH ADVISORS, LLC

306486

801-117833

772

$235,907,635

GLOBAL BETA ADVISORS

298176

801-113933

$25,513,027

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