RIA Intel›Advisers›Pennsylvania›WEALTHCARE SOLUTIONS, LLC

WEALTHCARE SOLUTIONS, LLC

Advisory

RADNOR, PA

Data as of Jun 1, 2026 · Source: SEC Form ADV

Rank in PA

#1,029

of 1,528 advisers by AUM

Average account

$203K

across 266 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$21K

Discretionary %100%

Total Clients84

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, NJ, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

84 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

PARAGON WEALTH MANAGEMENT, LLC

$54M

BLUE VASE CAPITAL MANAGEMENT

$54M

SIMPSON ALLEN JOHNSON

PHILADELPHIA, PA

$54M

BONDS & PAULUS ASSOCIATES, INC.

$55M

ALL-PRO ADVISORS LLC

$55M

NETWORK FOR FINANCIAL INDEPENDENCE LLC

$55M

Get the full picture on WEALTHCARE SOLUTIONS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WEALTHCARE SOLUTIONS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans