Adam Jason Soloff

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → Present
  Lpl Financial, Llc
  Huntingdon Valley, PA
• 04/2023 → Present
  Wealthcare Advisory Partners, Llc Dba Soloff Wealth Management
  West Chester, PA

Previous Registrations

• 2003-07-09 → 2006-11-07
  Ameriprise Advisor Services, Inc.
  Wernersville, PA
  Shamokin, PA
  Carbondale, PA
  Tunkhannock, PA
  Quakertown, PA
  Reston, VA
• 2002-10-17 → 2003-07-09
  Choreo, Llc
  Marlton , NJ

Other Businesses

1. 03/05/2007 - LPL - OTHER-ENROLLED AGENT - INV REL - AT REPORTED BUSINESS LOCATION - I've become an IRS Enrolled Agent and would like represent this to my clients. I will not be performing tax preparation - 0% TIME SPENT. 2. 08/21/2007 - NO BUSINESS NAME - TAX PREP/ACCOUNTING/CPA - INV REL - AT REPORTED BUSINESS LOCATION - TAX PREPARATION - 0% TIME SPENT. 3. 09/01/2009 - SOLOFF WEALTH MANAGEMENT GROUP - OTHER-WEBSITE DOMAIN - We'd like to use www.soloffwealth.com as our domain name - 0% TIME SPENT. 4. 12/30/2009 - HEATHER AND ADAM SOLOFF FOUNDATION - Non-Profit Board Member - WE ARE GOING TO OPEN A CHARITABLE FOUNDATION. THE ASSETS WILL BE HELD AND ADMINSISTERED BY THE PHILADELPHIA FOUNDATION ORGANIZATION - 0% TIME SPENT. 5. 11/22/2010 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION - CAR AND HOME INSURANCE - 1% TIME SPENT. 6. 09/06/2012 - GEORGE AND ADAM LLC, AND GEORGE AND ADAM II, LLC - REAL ESTATE RENTAL - INV REL - AT REPORTED BUSINESS LOCATION - Adam is 40 percent owner of George and Adam LLC and George and Adam II, LLC. These are real estate rental companies - 2% TIME SPENT. 7. 07/06/2016 - Soloff Wealth Management - DBA for LPL Business (entity for LPL business) - Soloff Wealth Management - INV REL - Start 07/01/2016 - 120 Hr/Mo; 8 Hours During Securities Trading 8. 10/11/2019 - No business name - Not investment related - At reported business location(s) - Book - start date:07/01/2016 - 1 hr/mo - 0 hrs during trading - I wrote a book, Mindful Finance. I'd like to offer this book to the public. 9. 10/13/2020 - Soco Properties II LLC - Investment Related - Location/Address: Not applicable - Real Estate Rental - Started 01/01/2013 - 1 Hour Per Month/0 Hours During Securities Trading - This entity will purchase and retain single family homes and multi family homes for rental purposes. 10. 04/25/2023 - Wealth Care Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date 04/21/2023 - 160 Hours Per Month/160 Hours During Securities Trading 11. 04/25/2023 - Secure Planning Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA- IAR - Start Date 04/21/2023 - 160 Hours Per Month/160 Hours During Securities Trading 12. 04/25/2023 - Soloff Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA- IAR - Start Date 04/21/2023 - 160 Hours Per Month/160 Hours During Securities Trading 13. 04/27/2023 - Secure Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/21/2023 - 160 Hours Per Month/160 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-02
• S63 Uniform Securities Agent State Law Examination
  1996-08-26

Designations

• Certified Financial Planner