CRD: 171976
Wealthcare Advisory Partners LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-14-2014
- Office Locations
- 106
Office Locations
About Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners is a goals-based wealth management and financial planning firm serving families with integrated “financial life guidance” and investment recommendations aligned to client goals. The firm emphasizes a patented goals-based investing process and uses analytics to build actionable strategies across portfolios, including ETFs and mutual funds. Custody commonly via Schwab or Fidelity.
Reported data analysis
What the numbers show
Between November 21, 2025 and June 26, 2026, reported AUM increased 37.8%, from $6.0B to $8.3B.
Across 5 reported observations, AUM increased 145.6% between December 13, 2022 and June 26, 2026, from $3.4B to $8.3B.
Of the latest reported AUM, 95.9% is discretionary and 4.1% is non-discretionary.
The firm reports 173 advisory representatives and 10,948 clients, or 63.3 clients per representative. That equates to $757.0K in reported AUM per client.
The profile lists 106 reported office locations and 12 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Justin DuBrueler
Chief Financial Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
JAMES JOSEPH KRAUSE
Chief Compliance Officer
- CRD
- #4143726
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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AYAD AMARY
--
- CRD
- #2926605
DOMINICK P AMMIRATO
Financial Advisor, General Partner
- CRD
- #6832285
Showing 2 of 179 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,944,382,830 | $324,141 |
| Non-Discretionary | $343,736,320 | $2,070,701 |
| Total | $8,288,119,150 | $335,891 |
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Separately Managed Accounts
SMA allocation detail is available
Wealthcare Advisory Partners LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Wealthcare Advisory Partners LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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