CRD: 171976
Wealthcare Advisory Partners LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-14-2014
- Office Locations
- 105
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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
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 177 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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