WEALTHCARE ADVISORY PARTNERS LLC

1065 Andrew Drive
West Chester, Pennsylvania 19380
Tel: 804.644.4711

About WEALTHCARE ADVISORY PARTNERS LLC

WEALTHCARE ADVISORY PARTNERS LLC, formally registered with the SEC as WEALTHCARE ADVISORY PARTNERS LLC. The firm was established in 07/14/2014. They have over 70 offices throughout the country.

WEALTHCARE ADVISORY PARTNERS LLC is a West Chester, Pennsylvania based Financial Planning firm with nearly $4,541,661,225 assets under management, offering retirement planning & investment advisory services to 17793 clients. The firm is staffed with 210 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171976
SEC#	801-80067
Assets Managed by Firm	$4,541,661,225
No. of Clients	17793
No. of Advisors	210

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	17793	$4,541,661,225
Individuals (other than high net worth individuals)	7173	$1,841,955,808
High net worth individuals	1009	$2,351,336,250
Pension and profit sharing plans	126	$269,252,373
Charitable organizations	32	$20,193,541
Corporations or other businesses	38	$58,923,253

More Retirement Planning firms in West Chester, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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