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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

WEALTHCARE ADVISORS, LLC

CRD 159835

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04f32dab-aaa5-c401-29e8-246931b9a39a

Data as of Mar 17, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2012 to Mar 17, 2017
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $40.4MItem 5.F on the latest filing (2017-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $40.4M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Accounts: 70
SEC number: 801-73086
CRD: 159835
Filings on the tape: 7
First filed: Jan 24, 2012
Latest filed: Mar 17, 2017
Organised: Limited Liability Company, Michigan

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MERSEREAU, NATHAN, MARK	PRESIDENT & TREASURER	E	yes	05/2013	Jan 24, 2012	Mar 17, 2017
MICHIGAN STATE MEDICAL SOCIETY	Shareholder	E	yes	10/1990	Jan 24, 2012	Mar 17, 2017
PHYSICIAN HOLDING COMPANY	Member	D	yes	11/2011	Jan 24, 2012	Mar 17, 2017
PLANNING ALTERNATIVES LTD	Member	D	yes	11/2011	Jan 24, 2012	Mar 17, 2017
COOK, DANIEL, EUGENE	ELECTED MANAGER & CCO	Na	no	11/2011	Jan 24, 2012	Mar 17, 2017
LOUAGIE, BENJAMIN, JOHN	ELECTED MANAGER	Na	no	11/2011	Jan 24, 2012	Mar 17, 2017
MACGREGOR, LAUCHLIN, WALTER SHEARER	ELECTED MANAGER & CFO	Na	no	11/2011	Jan 24, 2012	Mar 17, 2017
MERSEREAU, NATHAN, MARK	ELECTED MANAGER & CEO	Na	no	11/2011	Jan 24, 2012	Mar 17, 2017
SCHWARTZ, LARRY, PETER	ELECTED MANAGER	Na	no	11/2011	Jan 24, 2012	Mar 17, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PLANNING ALTERNATIVES LTD	n/a	Independent wealth	$1.5B	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 17, 2017	$40.4M	$40.4M	4	4	n/a	n/a	n/a
2015	Mar 29, 2016	$38.1M	$38.1M	5	5	n/a	n/a	n/a
2014	Mar 25, 2015	$36.3M	$36.3M	5	5	n/a	n/a	n/a
2013	Mar 24, 2014	$28.4M	$28.4M	3	3	n/a	n/a	n/a
2012	Mar 27, 2013	$7.0M	$7.0M	4	4	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$40.4M	$38.1M	6.1%	$28.4M	12.5%	4	5	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PLANNING ALTERNATIVES LTD	3	Feb 9, 2018	Feb 14, 2018	BLOOMFIELD HILLS, MI	Firm absorbed	Other	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PLANNING ALTERNATIVES LTD	3	Feb 9, 2018	Jan 12, 2015	BLOOMFIELD HILLS, MI	Team lift out	Other	37.5%

Relationships

Affiliated with (1)

→ PLANNING ALTERNATIVES LTDRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (4)

← PLANNING ALTERNATIVES LTDOwnerMEMBER, ownership code D, domestic entity
Jan 24, 2012 to presentfactForm ADV
← MERSEREAU, NATHAN, MARKOwnerPRESIDENT & TREASURER, ownership code E, individual
Jan 24, 2012 to presentfactForm ADV
← MICHIGAN STATE MEDICAL SOCIETYOwnerSHAREHOLDER, ownership code E, domestic entity
Jan 24, 2012 to presentfactForm ADV
← PHYSICIAN HOLDING COMPANYOwnerMEMBER, ownership code D, domestic entity
Jan 24, 2012 to presentfactForm ADV

Owns (5)

← MERSEREAU, NATHAN, MARKOwnerELECTED MANAGER & CEO, ownership code NA, individual
Jan 24, 2012 to presentfactForm ADV
← COOK, DANIEL, EUGENEOwnerELECTED MANAGER & CCO, ownership code NA, individual
Jan 24, 2012 to presentfactForm ADV
← MACGREGOR, LAUCHLIN, WALTER SHEAREROwnerELECTED MANAGER & CFO, ownership code NA, individual
Jan 24, 2012 to presentfactForm ADV
← LOUAGIE, BENJAMIN, JOHNOwnerELECTED MANAGER, ownership code NA, individual
Jan 24, 2012 to presentfactForm ADV
← SCHWARTZ, LARRY, PETEROwnerELECTED MANAGER, ownership code NA, individual
Jan 24, 2012 to presentfactForm ADV

Moved with (2)

→ PLANNING ALTERNATIVES LTDRegistered adviser3 advisors, firm absorbed, same day
Feb 9, 2018 to Feb 14, 2018factForm ADV
← PLANNING ALTERNATIVES LTDRegistered adviser2 advisors, team lift out, same day
Feb 9, 2018 to Dec 6, 2012factForm ADV

Registered with (5)

← NATHAN MARK MERSEREAUAdvisorregistration: previous registration
Apr 18, 2012 to Feb 9, 2018factForm ADV
← JAMES CONRAD NIEDZINSKIAdvisorregistration: previous registration
Dec 6, 2012 to Feb 9, 2018factForm ADV
← NICOLE GOPOIAN WIRICKAdvisorregistration: previous registration
Jan 12, 2015 to Feb 9, 2018factForm ADV
← JASON SHELDON CLOSEAdvisorregistration: previous registration
Aug 20, 2014 to May 17, 2016factForm ADV
← Joseph OlekszykAdvisorregistration: previous registration
Nov 30, 2012 to Jan 31, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04f32dab-aaa5-c401-29e8-246931b9a39a
First observed: Jan 24, 2012
Last observed: Mar 17, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTHCARE ADVISORS, LLC

CRD 159835

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04f32dab-aaa5-c401-29e8-246931b9a39a

Data as of Mar 17, 2017 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:32 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MERSEREAU, NATHAN, MARK

PRESIDENT & TREASURER

yes

05/2013

Jan 24, 2012

Mar 17, 2017

MICHIGAN STATE MEDICAL SOCIETY

Shareholder

yes

10/1990

Jan 24, 2012

Mar 17, 2017

PHYSICIAN HOLDING COMPANY

Member

yes

11/2011

Jan 24, 2012

Mar 17, 2017

PLANNING ALTERNATIVES LTD

Member

yes

11/2011

Jan 24, 2012

Mar 17, 2017

COOK, DANIEL, EUGENE

ELECTED MANAGER & CCO

11/2011

Jan 24, 2012

Mar 17, 2017

LOUAGIE, BENJAMIN, JOHN

ELECTED MANAGER

11/2011

Jan 24, 2012

Mar 17, 2017

MACGREGOR, LAUCHLIN, WALTER SHEARER

ELECTED MANAGER & CFO

11/2011

Jan 24, 2012

Mar 17, 2017

MERSEREAU, NATHAN, MARK

ELECTED MANAGER & CEO

11/2011

Jan 24, 2012

Mar 17, 2017

SCHWARTZ, LARRY, PETER

ELECTED MANAGER

11/2011

Jan 24, 2012

Mar 17, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PLANNING ALTERNATIVES LTD

n/a

Independent wealth

$1.5B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 17, 2017

$40.4M

n/a

2015

Mar 29, 2016

$38.1M

n/a

2014

Mar 25, 2015

$36.3M

n/a

2013

Mar 24, 2014

$28.4M

n/a

2012

Mar 27, 2013

$7.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$40.4M

$38.1M

6.1%

$28.4M

12.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PLANNING ALTERNATIVES LTD

Feb 9, 2018

Feb 14, 2018

BLOOMFIELD HILLS, MI

Firm absorbed

Other

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PLANNING ALTERNATIVES LTD

Feb 9, 2018

Jan 12, 2015

BLOOMFIELD HILLS, MI

Team lift out

Other

37.5%