Wealthcare Capital Partners, LLC
● SEC registered since 2024CRD 330300SEC# 801-129749West Chester, PA
Reg. AUM
$407.4M
Employees
14
Accounts
1,599
Location
West Chester, PA
Wealthcare Capital Partners, LLC assets under management
Wealthcare Capital Partners, LLC is an SEC-registered investment adviser based in West Chester, PA. The firm has been registered since 2024. It reports $407.4 million in regulatory assets under management and employs 14 people.
Wealthcare Capital Partners, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Joseph Krause Control | Chief Compliance Officer | Under 5% | 2024 |
| Justin Dubrueler Control | Chief Financial Officer | Under 5% | 2024 |
| Matthew Thomas Regan Control | President | Under 5% | 2024 |
| Ronald Eliot Madey Control | Chief Investment Officer | Under 5% | 2024 |
| Wealthcare Parent Holdings LLC Control | Member | Over 75% | 2021 |
| Consolidated Investment Services, Inc. Control | Member | Over 75% | 2026 |
| Sammons Corporation Control | Member | Over 75% | 2026 |
| Sammons Enterprises, Inc. Control | Member | Over 75% | 2026 |
| Sammons Financial Group Wealth Management Holdings, LLC Control | Member | Over 75% | 2025 |
| Sammons Financial Group, Inc. Control | Member | Over 75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealthcare Capital Partners, LLC manage?
Wealthcare Capital Partners, LLC reports $407.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealthcare Capital Partners, LLC have?
Wealthcare Capital Partners, LLC reports 14 employees.
Where is Wealthcare Capital Partners, LLC located?
Wealthcare Capital Partners, LLC is based in West Chester, PA and has been SEC-registered since 2024.
Does Wealthcare Capital Partners, LLC disclose fund performance?
Wealthcare Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1065 Andrew Drive, West Chester, PA 19380 |
| Phone | 804.644.4711 |
| Fax | 804.433.1188 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$407.4M▲ 23%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,306 advisers
EmployeesTop 32%
More than 68% of 16,824 advisers
Assets under management
$407.4Mregulatory AUM
Discretionary $388.4MNon-discretionary $19M