WEALTHCARE CAPITAL PARTNERS, LLC
CRD #330300 SEC #801-129749 WEST CHESTER, PA 804.644.4711
SEC Registered Disclosures
Total AUM
$330.9M
Discretionary
$330.9M
Employees
14
Clients
0
Accounts
1,395
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $330.9M | $330.9M | $0 | 14 | 0 |
| Jul 2025 | $330.9M | $330.9M | $0 | 14 | 0 |
| Mar 2025 | $330.9M | $330.9M | $0 | 14 | 0 |
| Dec 2024 | $160.6M | $160.6M | $0 | 13 | 0 |
| Dec 2024 | $160.6M | $160.6M | $0 | 13 | 0 |
| Sep 2024 | $160.6M | $160.6M | $0 | 13 | 0 |
| Aug 2024 | $160.6M | $160.6M | $0 | 13 | 0 |
| Jul 2024 | $0 | $0 | $0 | 4 | 0 |
| May 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Mar 2024 | $0 | $0 | $0 | 4 | 0 |
| Feb 2024 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees14
Clients0
DateJul 2025
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$330.9M
Discretionary$330.9M
Non-Disc.$0
Employees14
Clients0
DateDec 2024
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees13
Clients0
DateDec 2024
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees13
Clients0
DateSep 2024
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees13
Clients0
DateAug 2024
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0