WEALTHCARE CAPITAL PARTNERS, LLC
Adviser information for WEALTHCARE CAPITAL PARTNERS, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WCP WRAP FEE PROGRAM | WEALTHCARE CAPITAL PARTNERS, LLC |
Identifiers
| SEC RIA File Number | 801-129749 |
|---|---|
| SEC ERA File Number | 801-129749 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330300 |
| Legal Entity Identifier | None |
Principal Office
1065 ANDREW DRIVEWEST CHESTER
PA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 804.644.4711, Fax: 804.433.1188
Chief Compliance Officer
JAMES KRAUSE
1065 ANDREW DRIVE
WEST CHESTER
PA
United States
Tel:
610-955-4219
J******@********************M
(Full email address available in API data)
Industry Affiliates
| WEALTHCARE ADVISORY PARTNERS LLC | Other investment adviser, including financial planners |
| WEALTHCARE CAPITAL MANAGEMENT LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MADEY, RONALD, ELIOT | Individual | – | CHIEF INVESTMENT OFFICER | 02/2024 | < 5% |
| KRAUSE, JAMES, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |
| WEALTHCARE PARENT HOLDINGS LLC | Domestic Entity | – | MEMBER | 12/2021 | > 75% |
| DuBrueler, Justin | Individual | – | CHIEF FINANCIAL OFFICER | 02/2024 | < 5% |
| REGAN, MATTHEW, THOMAS | Individual | – | PRESIDENT | 02/2024 | < 5% |
| WEALTHCARE LLC | Domestic Entity | WEALTHCARE PARTNERS LLC | MEMBER | 03/2018 | 50-75% |
| NEWSPRING HOLDINGS CO-INVESTOR (FW) LLC | Domestic Entity | WEALTHCARE HOLDINGS LLC | MEMBER | 03/2018 | 25-50% |
| WEALTHCARE HOLDINGS LLC | Domestic Entity | WEALTHCARE LLC | MANAGER AND SOLE MEMBER | 09/2013 | > 75% |
| WEALTHCARE PARTNERS LLC | Domestic Entity | WEALTHCARE PARENT HOLDINGS LLC | MEMBER | 09/2022 | > 75% |
| WEALTHCARE PARENT INC. | Domestic Entity | WEALTHCARE PARTNERS LLC | MEMBER | 12/2021 | 25-50% |
| WEALTHCARE LLC | Domestic Entity | WEALTHCARE PARENT INC. | MEMBER | 12/2021 | > 75% |