Wealthcare Capital Partners, LLC

Registered investment adviser · West Chester, PA · CRD #330300

Form ADV data as of 2026-09-01

Regulatory assets

$407.4 million

Total accounts

1,599

Employees

Disclosure events

Firm details

Website: https://twitter.com/wealthcarems
Telephone: 804.644.4711
SEC file number: 801-129749
Most recent Form ADV filing: 2026-05-21
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 8 disclosure questions answered Yes, covering 8 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC found the firm caused a business to lose or have its authorization restricted
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Another regulator found a violation of investment-related regulations or statutes
A self-regulatory organization found a violation of its rules
A self-regulatory organization found the firm caused a business to lose or have its authorization restricted
A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$388.4 million
Non-discretionary regulatory assets under management	$19.0 million
Total regulatory assets under management	$407.4 million
Discretionary accounts	1,591
Non-discretionary accounts	8
Total accounts	1,599
Regulatory assets under management attributable to non-U.S. persons	$2.3 million

People

Total employees (excluding clerical)	14
Employees performing investment advisory functions (including research)	9
Employees who are registered representatives of a broker-dealer	7
Employees registered as investment adviser representatives with a state	9
Employees registered as IARs for another investment adviser	2
Employees who are licensed insurance agents	7
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	No
Client funds and securities held in the firm's custody	$138.6 million
Clients for whom the firm has custody	256
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	616	$150.6 million
High net worth individuals	92	$235.3 million
Pension and profit sharing plans (not the participants or government plans)	9	$21.0 million
Charitable organizations	Not reported	$180,256
Corporations or other businesses not listed above	Not reported	$305,222