WEALTHCARE ADVISORY PARTNERS LLC
CRD #171976 SEC #801-80067 WEST CHESTER, PA 804.644.4711
SEC Registered Disclosures
Total AUM
$6B
Discretionary
$5.7B
Employees
219
Clients
--
Accounts
19,986
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $6B | $5.7B | $327.1M | 219 | 0 |
| Oct 2025 | $6B | $5.7B | $327.1M | 219 | 0 |
| Jul 2025 | $6B | $5.7B | $327.1M | 219 | 0 |
| Jul 2025 | $6B | $5.7B | $327.1M | 219 | 0 |
| Jun 2025 | $6B | $5.7B | $327.1M | 219 | 0 |
| May 2025 | $6B | $5.7B | $327.1M | 219 | 0 |
| Apr 2025 | $6B | $5.7B | $327.1M | 219 | 0 |
| Mar 2025 | $6B | $5.7B | $327.1M | 219 | 0 |
| Dec 2024 | $4.5B | $4.3B | $256.4M | 210 | 0 |
| Dec 2024 | $4.5B | $4.3B | $256.4M | 210 | 0 |
| Nov 2024 | $4.5B | $4.3B | $256.4M | 210 | 0 |
| Aug 2024 | $4.5B | $4.3B | $256.4M | 210 | 0 |
| Jun 2024 | $4.5B | $4.3B | $256.4M | 210 | 0 |
| May 2024 | $4.5B | $4.3B | $256.4M | 210 | 0 |
| Apr 2024 | $4.5B | $4.3B | $256.4M | 210 | 0 |
| Mar 2024 | $4.5B | $4.3B | $256.4M | 210 | 0 |
| Feb 2024 | $3.9B | $3.7B | $167M | 187 | 0 |
| Jan 2024 | $3.9B | $3.7B | $167M | 187 | 0 |
| Nov 2023 | $3.9B | $3.7B | $167M | 187 | 0 |
| Oct 2023 | $3.9B | $3.7B | $167M | 187 | 0 |
| Oct 2023 | $3.9B | $3.7B | $167M | 187 | 0 |
| Sep 2023 | $3.9B | $3.7B | $167M | 187 | 0 |
| Jul 2023 | $3.9B | $3.7B | $167M | 187 | 0 |
| Jul 2023 | $3.9B | $3.7B | $167M | 187 | 0 |
| Jun 2023 | $3.9B | $3.7B | $167M | 187 | 0 |
| Apr 2023 | $3.9B | $3.7B | $167M | 187 | 0 |
| Mar 2023 | $3.9B | $3.7B | $167M | 187 | 0 |
| Feb 2023 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Feb 2023 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Feb 2023 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Jan 2023 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Dec 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Nov 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Nov 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Sep 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Aug 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Aug 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Jun 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Apr 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Mar 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Jan 2022 | $3.4B | $3.3B | $73.7M | 175 | 0 |
| Nov 2021 | $2.6B | $2.5B | $74M | 171 | 0 |
| Nov 2021 | $2.6B | $2.5B | $74M | 171 | 0 |
| Oct 2021 | $2.6B | $2.5B | $74M | 171 | 0 |
| Sep 2021 | $2.6B | $2.5B | $74M | 171 | 0 |
| Jul 2021 | $2.6B | $2.5B | $74M | 171 | 0 |
| Apr 2021 | $2.6B | $2.5B | $74M | 171 | 0 |
| Mar 2021 | $2.6B | $2.5B | $74M | 171 | 0 |
| Jan 2021 | $1.7B | $1.5B | $119.3M | 143 | 0 |
| Jan 2021 | $1.7B | $1.5B | $119.3M | 143 | 0 |
| Nov 2020 | $1.7B | $1.5B | $119.3M | 143 | 0 |
| Oct 2020 | $1.7B | $1.5B | $119.3M | 143 | 0 |
| Sep 2020 | $1.7B | $1.5B | $119.3M | 143 | 0 |
| Jul 2020 | $1.7B | $1.5B | $119.3M | 143 | 0 |
| Jun 2020 | $1.7B | $1.5B | $119.3M | 143 | 0 |
| May 2020 | $1.7B | $1.5B | $119.3M | 143 | 0 |
| Feb 2020 | $1.7B | $1.5B | $119.3M | 143 | 0 |
| Nov 2019 | $1.1B | $1B | $59.8M | 106 | 0 |
| Jun 2019 | $1.1B | $1B | $59.8M | 106 | 0 |
| Mar 2019 | $1.1B | $1B | $59.8M | 106 | 0 |
| Feb 2019 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Feb 2019 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Dec 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Nov 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Nov 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Sep 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Aug 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Aug 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Jul 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Jun 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| May 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| May 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Apr 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Apr 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Mar 2018 | $732.6M | $701.1M | $31.6M | 93 | 0 |
| Feb 2018 | $588.1M | $510M | $78.1M | 77 | 9 |
| Feb 2018 | $588.1M | $510M | $78.1M | 77 | 9 |
| Jul 2017 | $471.9M | $433.9M | $38.1M | 30 | 1,000 |
| May 2017 | $471.9M | $433.9M | $38.1M | 30 | 1,000 |
| Mar 2017 | $471.9M | $433.9M | $38.1M | 30 | 1,000 |
| Mar 2017 | $471.9M | $433.9M | $38.1M | 30 | 1,000 |
| Jan 2017 | $211.4M | $211.4M | $0 | 20 | 700 |
| Sep 2016 | $211.4M | $211.4M | $0 | 20 | 700 |
| Jul 2016 | $211.4M | $211.4M | $0 | 20 | 700 |
| Jun 2016 | $211.4M | $211.4M | $0 | 10 | 700 |
| May 2016 | $211.4M | $211.4M | $0 | 10 | 700 |
| May 2016 | $211.4M | $211.4M | $0 | 10 | 700 |
| Mar 2016 | $211.4M | $211.4M | $0 | 10 | 700 |
| Jan 2016 | $17M | $9.9M | $7.1M | 10 | 26 |
| Nov 2015 | $17M | $9.9M | $7.1M | 10 | 26 |
| Sep 2015 | $17M | $9.9M | $7.1M | 10 | 26 |
| Jun 2015 | $17M | $9.9M | $7.1M | 10 | 26 |
| May 2015 | $17M | $9.9M | $7.1M | 10 | 26 |
| Mar 2015 | $17M | $9.9M | $7.1M | 10 | 26 |
| Mar 2015 | $0 | $0 | $0 | 4 | 0 |
| Feb 2015 | $0 | $0 | $0 | 4 | 0 |
| Dec 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$6B
Discretionary$5.7B
Non-Disc.$327.1M
Employees219
Clients0
DateOct 2025
Total AUM$6B
Discretionary$5.7B
Non-Disc.$327.1M
Employees219
Clients0
DateJul 2025
Total AUM$6B
Discretionary$5.7B
Non-Disc.$327.1M
Employees219
Clients0
DateJul 2025
Total AUM$6B
Discretionary$5.7B
Non-Disc.$327.1M
Employees219
Clients0
DateJun 2025
Total AUM$6B
Discretionary$5.7B
Non-Disc.$327.1M
Employees219
Clients0
DateMay 2025
Total AUM$6B
Discretionary$5.7B
Non-Disc.$327.1M
Employees219
Clients0
DateApr 2025
Total AUM$6B
Discretionary$5.7B
Non-Disc.$327.1M
Employees219
Clients0
DateMar 2025
Total AUM$6B
Discretionary$5.7B
Non-Disc.$327.1M
Employees219
Clients0
DateDec 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$256.4M
Employees210
Clients0
DateDec 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$256.4M
Employees210
Clients0
DateNov 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$256.4M
Employees210
Clients0
DateAug 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$256.4M
Employees210
Clients0
DateJun 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$256.4M
Employees210
Clients0
DateMay 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$256.4M
Employees210
Clients0
DateApr 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$256.4M
Employees210
Clients0
DateMar 2024
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$256.4M
Employees210
Clients0
DateFeb 2024
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateJan 2024
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateNov 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateOct 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateOct 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateSep 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateJul 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateJul 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateJun 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateApr 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateMar 2023
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$167M
Employees187
Clients0
DateFeb 2023
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateFeb 2023
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateFeb 2023
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateJan 2023
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateDec 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateNov 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateNov 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateSep 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateAug 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateAug 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateJun 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateApr 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateJan 2022
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$73.7M
Employees175
Clients0
DateNov 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$74M
Employees171
Clients0
DateNov 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$74M
Employees171
Clients0
DateOct 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$74M
Employees171
Clients0
DateSep 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$74M
Employees171
Clients0
DateJul 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$74M
Employees171
Clients0
DateApr 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$74M
Employees171
Clients0
DateMar 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$74M
Employees171
Clients0
DateJan 2021
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$119.3M
Employees143
Clients0
DateJan 2021
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$119.3M
Employees143
Clients0
DateNov 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$119.3M
Employees143
Clients0
DateOct 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$119.3M
Employees143
Clients0
DateSep 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$119.3M
Employees143
Clients0
DateJul 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$119.3M
Employees143
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$119.3M
Employees143
Clients0
DateMay 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$119.3M
Employees143
Clients0
DateFeb 2020
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$119.3M
Employees143
Clients0
DateNov 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.8M
Employees106
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.8M
Employees106
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$59.8M
Employees106
Clients0
DateFeb 2019
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateFeb 2019
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateDec 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateNov 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateNov 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateSep 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateAug 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateAug 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateJul 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateJun 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateMay 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateMay 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateApr 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateApr 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateMar 2018
Total AUM$732.6M
Discretionary$701.1M
Non-Disc.$31.6M
Employees93
Clients0
DateFeb 2018
Total AUM$588.1M
Discretionary$510M
Non-Disc.$78.1M
Employees77
Clients9
DateFeb 2018
Total AUM$588.1M
Discretionary$510M
Non-Disc.$78.1M
Employees77
Clients9
DateJul 2017
Total AUM$471.9M
Discretionary$433.9M
Non-Disc.$38.1M
Employees30
Clients1,000
DateMay 2017
Total AUM$471.9M
Discretionary$433.9M
Non-Disc.$38.1M
Employees30
Clients1,000
DateMar 2017
Total AUM$471.9M
Discretionary$433.9M
Non-Disc.$38.1M
Employees30
Clients1,000
DateMar 2017
Total AUM$471.9M
Discretionary$433.9M
Non-Disc.$38.1M
Employees30
Clients1,000
DateJan 2017
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees20
Clients700
DateSep 2016
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees20
Clients700
DateJul 2016
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees20
Clients700
DateJun 2016
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees10
Clients700
DateMay 2016
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees10
Clients700
DateMay 2016
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees10
Clients700
DateMar 2016
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees10
Clients700
DateJan 2016
Total AUM$17M
Discretionary$9.9M
Non-Disc.$7.1M
Employees10
Clients26
DateNov 2015
Total AUM$17M
Discretionary$9.9M
Non-Disc.$7.1M
Employees10
Clients26
DateSep 2015
Total AUM$17M
Discretionary$9.9M
Non-Disc.$7.1M
Employees10
Clients26
DateJun 2015
Total AUM$17M
Discretionary$9.9M
Non-Disc.$7.1M
Employees10
Clients26
DateMay 2015
Total AUM$17M
Discretionary$9.9M
Non-Disc.$7.1M
Employees10
Clients26
DateMar 2015
Total AUM$17M
Discretionary$9.9M
Non-Disc.$7.1M
Employees10
Clients26
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0