firm profile
Wealthcare Advisory Partners LLC
Overview
Wealthcare Advisory Partners LLC is an SEC registered investment adviser based in West Chester, PA, registered since 2014. It reports $8.3B in assets under management across 24,675 accounts, with 243 employees. It has 164 investment adviser representatives.
- Reported AUM
- $8.3B
- Discretionary
- 96%
- Accounts
- 24,675
- Average account
- $336K
- Employees
- 243
- Advisory reps
- 164
- Registered since
- 2014
- Jurisdictions
- 49
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Matthew Thomas Regan President CRD 2482606
- James Joseph Krause Chief Compliance Officer CRD 4143726
- Justin DuBrueler Chief Financial Officer CRD 6865294
1 more executive officer, with direct contact details
Advisory reps 3 of 164
- Ayad Amary Insurance Agent · Investment Adviser Rep CRD 2926605
- Dominick P Ammirato Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6832285
- Jerry Aroneo Investment Adviser Rep CRD 1893787
161 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1065 Andrew Dr
West Chester, PA 19380 - County
- Chester
- Metro area
- Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
- Region
- Northeast
Registrations
- SEC registered
- Registered in 49 jurisdictions
- Website: longfg.com
Every state, with registration dates
Similar firms near West Chester
- Venerable Investment Advisers, LLCWest Chester, PA$16.3B AUM
- Wedmont Private CapitalWest Chester, PA$3.4B AUM
- Key Financial, Inc.West Chester, PA$2.8B AUM
- Veery Capital, LLCWest Chester, PA$971M AUM
- Market Street Wealth ManagementWest Chester, PA$837M AUM
request a demo
See what we have on Wealthcare Advisory Partners LLC
We'll walk you through the full profile and how to find more firms like this one.