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Richard Lee Bartholomew

Wealthcare Advisory Partners LLC

West Chester, PA

Ponte Vedra, FL

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Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-29
TX RA APPROVED 2026-04-27
  • FL RA
    APPROVED
    Since 2026-04-29
  • TX RA
    APPROVED
    Since 2026-04-27

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

Ponte Vedra, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthcare Capital Management Llc Richmond VA 03/2010 04/2018
Farther Ponte Vedra Beach FL 07/2025 04/2026
Wealthcare Advisory Partners Llc Dba Atelier Private Wealth, Llc Ponte Vedra Beach FL 04/2026 Present
Adviceperiod, Llc Alpharetta GA 04/2018 06/2019
Wealthcare Capital Management Llc Ponte Vedra Beach FL 06/2019 07/2025
Previous Registrations
  • 2025-07-01 → 2026-05-13
    Farther
    Ponte Vedra Beach, FL
    San Francisco, CA
  • 2019-06-28 → 2025-07-17
    Wealthcare Capital Management Llc
    Alpharetta, GA
    Richmond, VA
    St. Augustine, FL
    Ponte Vedra Beach, FL
    Ponte Vedra Beach, FL
    Ponte Vedra Beach, FL
  • 2018-04-25 → 2019-06-28
    Adviceperiod, Llc
    Alpharetta, GA
    Alpharetta, GA
  • 2010-04-23 → 2018-04-02
    Wealthcare Capital Management Llc
    Pittsburgh, PA
    Atlanta, GA
    Richmond, VA
    Alpharetta, GA
    Milton, GA
  • 2008-07-08 → 2010-03-19
    Concourse Financial Group Securities, Inc.
    Cumming, GA
    Lawrencevill, GA
    Cumming, GA
  • 2008-02-12 → 2008-06-30
    Citigroup Global Markets Inc.
    Atlanta, GA
  • 2006-10-18 → 2007-08-30
    Ronald Blue & Co., Llc
    Atlanta, GA
  • 2003-10-08 → 2006-01-12
    Mercer Advisors
    Atlanta , GA
  • 2003-04-15 → 2003-07-21
    Morgan Stanley Dw Inc.
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-06-05
S66 Uniform Combined State Law Examination 2003-01-29
  • S63 Uniform Securities Agent State Law Examination
    2008-06-05
  • S66 Uniform Combined State Law Examination
    2003-01-29
Designations
Other Names
  • Rick Bartholomew
  • Richard Lee Bartholomew
  • Richard Lee Bartholomew
  • Richard Lee Bartholomew

View on SEC IAPD

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