CRD: 330300
Wealthcare Capital Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2024
- Office Locations
- 5
Office Locations
About Wealthcare Capital Partners, LLC
Wealthcare Management Services provides wealth management, financial planning, and investment planning for individual investors, including entrepreneurs and accredited clients. Portfolios emphasize asset allocation, risk management, and implementation via ETFs and mutual funds, with access to alternative and real-asset strategies when appropriate. Securities are offered through LPL Financial; advisory services are delivered through Wealthcare Advisory Partners LLC (RIA).
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
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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CAROL M ASHMEN
Consultant
- CRD
- #1878425
Keri Elizabeth Blake
Financial Advisor
- CRD
- #4605995
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,396,806 | $244,121 |
| Non-Discretionary | $19,003,940 | $2,375,493 |
| Total | $407,400,746 | $254,785 |
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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 |
| 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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