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WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE ADVISORY PARTNERS LLC
WEST CHESTER, Pennsylvania
·
3 registered advisors
·
CRD# 171976
SEC# 801-80067
69
804.644.4711
01
Firm Overview
AUM
$4.5B
Regulatory assets under management
Employees
210
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTHCARE ADVISORY PARTNERS LLC
3 registered advisors
James Joseph Krause
WEST CHESTER, Pennsylvania
CRD# 4143726
Mark Bredin
WEST CHESTER, Pennsylvania
ChFC
CRD# 815422
Ronald Eliot Madey
WEST CHESTER, Pennsylvania
CRD# 2647000
05
Office Locations
WEST CHESTER, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. WEALTHCARE ADVISORY PARTNERS LLC (CRD# 171976) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.