WEALTHCARE ADVISORS, LLC
CRD #159835 SEC #801-73086 BLOOMFIELD HILLS, MI 248-971-7509
SEC Registered
Total AUM
$40.4M
Discretionary
$40.4M
Employees
4
Clients
1
Accounts
70
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOK, DANIEL, EUGENE | I | ELECTED MANAGER & CCO | NA | |
| COOK, DANIEL, EUGENE | I | ELECTED MANAGER & CCO | NA | |
| COOK, DANIEL, EUGENE | I | MEMBER OF BOARD OF MANAGERS & CCO | NA | |
| COOK, DANIEL, EUGENE | I | ELECTED MANAGER & CCO | NA | |
| COOK, DANIEL, EUGENE | I | ELECTED MANAGER & CCO | NA | |
| COOK, DANIEL, EUGENE | I | ELECTED MANAGER & CCO | NA | |
| COOK, DANIEL, EUGENE | I | ELECTED MANAGER & CCO | NA | |
| LOUAGIE, BENJAMIN, J. | I | MEMBER OF BOARD OF MANAGERS | NA | |
| LOUAGIE, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | |
| LOUAGIE, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | |
| LOUAGIE, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | |
| LOUAGIE, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | |
| LOUAGIE, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | |
| LOUAGIE, BENJAMIN, JOHN | I | ELECTED MANAGER | NA | |
| MACGREGOR, LAUCHLIN, W.S. | I | MEMBER OF BOARD OF MANAGERS & CFO | NA | |
| MACGREGOR, LAUCHLIN, WALTER SHEARER | I | ELECTED MANAGER & CFO | NA | |
| MACGREGOR, LAUCHLIN, WALTER SHEARER | I | ELECTED MANAGER & CFO | NA | |
| MACGREGOR, LAUCHLIN, WALTER SHEARER | I | ELECTED MANAGER & CFO | NA | |
| MACGREGOR, LAUCHLIN, WALTER SHEARER | I | ELECTED MANAGER & CFO | NA | |
| MACGREGOR, LAUCHLIN, WALTER SHEARER | I | ELECTED MANAGER & CFO | NA | |
| MACGREGOR, LAUCHLIN, WALTER SHEARER | I | ELECTED MANAGER & CFO | NA | |
| MERSEREAU, NATHAN, MARK | I | ELECTED MANAGER & CEO | NA | |
| MERSEREAU, NATHAN, MARK | I | ELECTED MANAGER & CEO | NA | |
| MERSEREAU, NATHAN, MARK | I | MEMBER OF BOARD OF MANAGERS & CEO | NA | |
| MERSEREAU, NATHAN, MARK | I | ELECTED MANAGER & CEO | NA | |
| MERSEREAU, NATHAN, MARK | I | ELECTED MANAGER & CEO | NA | |
| MERSEREAU, NATHAN, MARK | I | ELECTED MANAGER & CEO | NA | |
| MERSEREAU, NATHAN, MARK | I | ELECTED MANAGER & CEO | NA | |
| SCHWARTZ, LARRY, P. | I | MEMBER OF BOARD OF MANAGERS | NA | |
| SCHWARTZ, LARRY, PETER | I | ELECTED MANAGER | NA | |
| SCHWARTZ, LARRY, PETER | I | ELECTED MANAGER | NA | |
| SCHWARTZ, LARRY, PETER | I | ELECTED MANAGER | NA | |
| SCHWARTZ, LARRY, PETER | I | ELECTED MANAGER | NA | |
| SCHWARTZ, LARRY, PETER | I | ELECTED MANAGER | NA | |
| SCHWARTZ, LARRY, PETER | I | ELECTED MANAGER | NA | |
| PHYSICIAN HOLDING COMPANY | DE | MEMBER | D | Control |
| PHYSICIAN HOLDING COMPANY | DE | MEMBER | D | Control |
| PHYSICIAN HOLDING COMPANY | DE | MEMBER | D | Control |
| PHYSICIAN HOLDING COMPANY | DE | MEMBER | D | Control |
| PHYSICIAN HOLDING COMPANY | DE | MEMBER | D | Control |
| PHYSICIAN HOLDING COMPANY | DE | MEMBER | D | Control |
| PHYSICIAN HOLDING COMPANY | DE | MEMBER | D | Control |
| PLANNING ALTERNATIVES LTD | DE | MEMBER | D | Control |
| PLANNING ALTERNATIVES LTD | DE | MEMBER | D | Control |
| PLANNING ALTERNATIVES LTD | DE | MEMBER | D | Control |
| PLANNING ALTERNATIVES LTD | DE | MEMBER | D | Control |
| PLANNING ALTERNATIVES LTD | DE | MEMBER | D | Control |
| PLANNING ALTERNATIVES LTD | DE | MEMBER | D | Control |
| PLANNING ALTERNATIVES LTD | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MERSEREAU, NATHAN, MARK | I | PLANNING ALTERNATIVES, LTD. | E | Control |
| MERSEREAU, NATHAN, MARK | I | PLANNING ALTERNATIVES, LTD. | E | Control |
| MERSEREAU, NATHAN, MARK | I | PLANNING ALTERNATIVES, LTD. | E | Control |
| MERSEREAU, NATHAN, MARK | I | PLANNING ALTERNATIVES, LTD. | E | Control |
| MICHIGAN STATE MEDICAL SOCIETY | DE | PHYSICIAN HOLDING COMPANY | E | Control |
| MICHIGAN STATE MEDICAL SOCIETY | DE | PHYSICIAN HOLDING COMPANY | E | Control |
| MICHIGAN STATE MEDICAL SOCIETY | DE | PHYSICIAN HOLDING COMPANY | E | Control |
| MICHIGAN STATE MEDICAL SOCIETY | DE | PHYSICIAN HOLDING COMPANY | E | Control |
| MICHIGAN STATE MEDICAL SOCIETY | DE | PHYSICIAN HOLDING COMPANY | E | Control |
| MICHIGAN STATE MEDICAL SOCIETY | DE | PHYSICIAN HOLDING COMPANY | E | Control |
| MICHIGAN STATE MEDICAL SOCIETY | DE | PHYSICIAN HOLDING COMPANY | E | Control |
| MERSEREAU, NATHAN, MARK | I | PLANNING ALTERNATIVES, LTD. | D | Control |
| MERSEREAU, NATHAN, MARK | I | PLANNING ALTERNATIVES, LTD. | D | Control |
| MERSEREAU, NATHAN, MARK | I | PLANNING ALTERNATIVES, LTD. | D | Control |
| MERSEREAU, NATHAN, MARK | I | PLANNING ALTERNATIVES, LTD. | D | Control |
| SHAW, EDWIN, BAKER | I | PLANNING ALTERNATIVES, LTD. | D | Control |
| SHAW, EDWIN, BAKER | I | PLANNING ALTERNATIVES, LTD. | D | Control |
| SHAW, EDWIN, BAKER | I | PLANNING ALTERNATIVES, LTD. | D | Control |
Registrations
Federal
IA
Mar 17, 2017 REGISTERED
Notice Filings (1)
MI
Address
36800 WOODWARD AVE.,SUITE 200
BLOOMFIELD HILLS, MI 48304
United States
Phone: 248-971-7509