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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTHCARE CAPITAL PARTNERS, LLC

CRD 330300

WEST CHESTER, PA

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:5389ee2f-6276-65c9-9764-d4cab936de2a

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 3
On other graphs: 0
Observed: Feb 22, 2024 to May 21, 2026
15 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: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=true related_bank=false bd_reps=7.0
Regulatory AUM: $407MItem 5.F on the latest filing (2026-05-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $388M
Private client RAUM: $386MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $50.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 9
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,599
Individual clients: 616
High net worth clients: 92
Custody, client assets: $139M
SEC number: 801-129749
CRD: 330300
Filings on the tape: 15
First filed: Feb 22, 2024
Latest filed: May 21, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CRAIG GUY FISCHER	n/a	WEST CHESTER, PA \| TOWSON, MD	2	43	1	yes
CAROL M ASHMEN	n/a	Towson, MD \| WEST CHESTER, PA	2	37	1	yes
Keri Elizabeth Blake	n/a	Indianola, IA \| WEST CHESTER, PA	2	16	2	yes
Jessica Kay Hoffman	n/a	ADEL, IA \| WEST CHESTER, PA	2	14	3	no
Ruben Gonzalo Devia Arbanil	Certified Financial Planner	LEESBURG, VA \| WEST CHESTER, PA	2	10	2	yes
Chase Geiger	n/a	WEST CHESTER, PA \| Indianola, IA	1	11	n/a	yes

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
DuBrueler, Justin	CHIEF FINANCIAL OFFICER	Na	yes	02/2024	Feb 22, 2024	Dec 17, 2024
KRAUSE, JAMES, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	yes	02/2024	Feb 22, 2024	Dec 17, 2024
MADEY, RONALD, ELIOT	CHIEF INVESTMENT OFFICER	Na	yes	02/2024	Feb 22, 2024	Dec 17, 2024
NEWSPRING HOLDINGS CO-INVESTOR (FW) LLC	Member	C	yes	03/2018	Mar 12, 2024	Dec 17, 2024
REGAN, MATTHEW, THOMAS	President	Na	yes	02/2024	Feb 22, 2024	Dec 17, 2024
WEALTHCARE HOLDINGS LLC	MANAGER AND SOLE MEMBER	E	yes	09/2013	Mar 12, 2024	Dec 17, 2024
WEALTHCARE LLC	Member	E	yes	12/2021	Mar 12, 2024	Dec 17, 2024
WEALTHCARE LLC	Member	D	yes	03/2018	Mar 12, 2024	Dec 17, 2024
WEALTHCARE PARENT HOLDINGS LLC	Member	E	yes	12/2021	Feb 22, 2024	Dec 17, 2024
WEALTHCARE PARENT INC.	Member	C	yes	12/2021	Mar 12, 2024	Dec 17, 2024
WEALTHCARE PARTNERS LLC	Member	E	yes	09/2022	Mar 12, 2024	Dec 17, 2024

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
WEALTHCARE ADVISORY PARTNERS LLC	n/a	Bd affiliated wealth	$8.3B	N	yes	n/a
WEALTHCARE CAPITAL MANAGEMENT LLC	n/a	Independent wealth	$3.9B	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Leesburg	Va	United States	3	yes
Indianola	Ia	United States	2	yes
Towson	Md	United States	1	yes

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; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 9, 2026	$407M	$388M	14	9	4	n/a	n/a
2024	Mar 24, 2025	$331M	$331M	14	9	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	6	0

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
2025	$407M	$331M	23.1%	n/a	n/a	14	14	4	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ATLANTIC FINANCIAL SERVICES, INC.	2	Dec 4, 2024	May 9, 2024	TOWSON, MD	Team lift out	RIA to RIA	100.0%

Relationships

Affiliated with (2)

→ WEALTHCARE CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ WEALTHCARE ADVISORY PARTNERS LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (8)

← Chase GeigerAdvisorregistration: current employment
Apr 25, 2025 to presentfactForm ADV
← Ruben Gonzalo Devia ArbanilAdvisorregistration: current employment
Jul 23, 2024 to presentfactForm ADV
← BLAKE EDWARD FELLOWSAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV
← MICHAEL ANTHONY SCHIMMELAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV
← Keri Elizabeth BlakeAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV
← Jessica Kay HoffmanAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV
← CAROL M ASHMENAdvisorregistration: current employment
May 9, 2024 to presentfactForm ADV
← CRAIG GUY FISCHERAdvisorregistration: current employment
May 6, 2024 to presentfactForm ADV

Controls (8)

← REGAN, MATTHEW, THOMASOwnerPRESIDENT, ownership code NA, individual
Feb 22, 2024 to Dec 17, 2024factForm ADV
← MADEY, RONALD, ELIOTOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Feb 22, 2024 to Dec 17, 2024factForm ADV
← KRAUSE, JAMES, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 22, 2024 to Dec 17, 2024factForm ADV
← DuBrueler, JustinOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 22, 2024 to Dec 17, 2024factForm ADV
← NEWSPRING HOLDINGS CO-INVESTOR (FW) LLCOwnerMEMBER, ownership code C, domestic entity
Mar 12, 2024 to Dec 17, 2024factForm ADV
← WEALTHCARE HOLDINGS LLCOwnerMANAGER AND SOLE MEMBER, ownership code E, domestic entity
Mar 12, 2024 to Dec 17, 2024factForm ADV
← WEALTHCARE PARENT HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Feb 22, 2024 to Dec 17, 2024factForm ADV
← WEALTHCARE PARTNERS LLCOwnerMEMBER, ownership code E, domestic entity
Mar 12, 2024 to Dec 17, 2024factForm ADV

Moved with (1)

← ATLANTIC FINANCIAL SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Dec 4, 2024 to May 9, 2024factForm ADV

Dated events

Occurred
Mar 24, 2025
Regulatory AUM changed
Wealthcare Capital Partners, Llc reported RAUM $330.9M, up 106% from $160.6M (2024-12-17 to 2025-03-24)
Form ADVobserved 5 days ago
$170M
Occurred
Dec 4, 2024
Team lift-out
2 advisors left Atlantic Financial Services, Inc. (Towson, MD) for Wealthcare Capital Partners, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Feb 22, 2024
First Form ADV filing
Wealthcare Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5389ee2f-6276-65c9-9764-d4cab936de2a
First observed: Feb 22, 2024
Last observed: May 21, 2026 4 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 CAPITAL PARTNERS, LLC

CRD 330300

WEST CHESTER, PA

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:5389ee2f-6276-65c9-9764-d4cab936de2a

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CRAIG GUY FISCHER

n/a

WEST CHESTER, PA | TOWSON, MD

yes

CAROL M ASHMEN

n/a

Towson, MD | WEST CHESTER, PA

yes

Keri Elizabeth Blake

n/a

Indianola, IA | WEST CHESTER, PA

yes

Jessica Kay Hoffman

n/a

ADEL, IA | WEST CHESTER, PA

Ruben Gonzalo Devia Arbanil

Certified Financial Planner

LEESBURG, VA | WEST CHESTER, PA

yes

Chase Geiger

n/a

WEST CHESTER, PA | Indianola, IA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DuBrueler, Justin

CHIEF FINANCIAL OFFICER

yes

02/2024

Feb 22, 2024

Dec 17, 2024

KRAUSE, JAMES, JOSEPH

CHIEF COMPLIANCE OFFICER

yes

02/2024

Feb 22, 2024

Dec 17, 2024

MADEY, RONALD, ELIOT

CHIEF INVESTMENT OFFICER

yes

02/2024

Feb 22, 2024

Dec 17, 2024

NEWSPRING HOLDINGS CO-INVESTOR (FW) LLC

Member

yes

03/2018

Mar 12, 2024

Dec 17, 2024

REGAN, MATTHEW, THOMAS

President

yes

02/2024

Feb 22, 2024

Dec 17, 2024

WEALTHCARE HOLDINGS LLC

MANAGER AND SOLE MEMBER

yes

09/2013

Mar 12, 2024

Dec 17, 2024

WEALTHCARE LLC

Member

yes

12/2021

Mar 12, 2024

Dec 17, 2024

WEALTHCARE LLC

Member

yes

03/2018

Mar 12, 2024

Dec 17, 2024

WEALTHCARE PARENT HOLDINGS LLC

Member

yes

12/2021

Feb 22, 2024

Dec 17, 2024

WEALTHCARE PARENT INC.

Member

yes

12/2021

Mar 12, 2024

Dec 17, 2024

WEALTHCARE PARTNERS LLC

Member

yes

09/2022

Mar 12, 2024

Dec 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEALTHCARE ADVISORY PARTNERS LLC

n/a

Bd affiliated wealth

$8.3B

yes

n/a

WEALTHCARE CAPITAL MANAGEMENT LLC

n/a

Independent wealth

$3.9B

yes

n/a

City

State

Country

Employees

Also broker-dealer

Leesburg

United States

yes

Indianola

United States

yes

Towson

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$407M

$388M

n/a

2024

Mar 24, 2025

$331M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$407M

$331M

23.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ATLANTIC FINANCIAL SERVICES, INC.

Dec 4, 2024

May 9, 2024

TOWSON, MD

Team lift out

RIA to RIA

100.0%