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Benjamin Jeremiah Smith

Wealthcare Solutions, LLC

Radnor, PA

CRD 5245194

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Employer firm

Wealthcare Solutions, LLC CRD 126827

$54.1M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Wealthcare Solutions, Llc

150 North Radnor Chester Road Suite F200, Radnor, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
DE RA APPROVED 2014-04-23
PA RA APPROVED 2014-04-22
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • DE RA
    APPROVED
    Since 2014-04-23
  • PA RA
    APPROVED
    Since 2014-04-22

Branch Locations

150 North Radnor Chester Road Suite F200, Radnor, PA 19087 • 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 Solutions, Llc Radnor PA 04/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-15
  • S65 Uniform Investment Adviser Law Examination
    2006-11-15
Designations
  • Certified Financial Planner
Other Names
  • Benjemin Jeremiah Smith

View on SEC IAPD

Nearby Firms

NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC

Nearby Investors

GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG

Nearby Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA

More in Radnor, PA

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