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Kathryn Rochelle Lopez

Wealthcare Advisory Partners LLC

West Chester, PA

Winchester, VA

CRD 8110943

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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:

Current Employers
Wealthcare Advisory Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-23
  • VA RA
    APPROVED
    Since 2026-06-23

Branch Locations

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

335 Westside Station Dr, Winchester, VA 22601 • 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 Advisory Partners Llc Winchester VA 06/2026 Present
Water Street Financial Winchester VA 06/2025 06/2026
Navy Federal Credit Union Winchester VA 10/2023 06/2025
One Life Fitness Winchester VA 05/2023 10/2023
Self Employed Winchester VA 04/2017 05/2023
Midatlantic Farm Credit Winchester VA 08/2015 04/2017
  • 06/2026 → Present
    Wealthcare Advisory Partners Llc
    Winchester, VA
  • 06/2025 → 06/2026
    Water Street Financial
    Winchester, VA
  • 10/2023 → 06/2025
    Navy Federal Credit Union
    Winchester, VA
  • 05/2023 → 10/2023
    One Life Fitness
    Winchester, VA
  • 04/2017 → 05/2023
    Self Employed
    Winchester, VA
  • 08/2015 → 04/2017
    Midatlantic Farm Credit
    Winchester, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02

View on SEC IAPD

Nearby Firms

WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
WEALTHCARE CAPITAL MANAGEMENT LLC

Nearby Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA

Nearby Offices

WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA

More in West Chester, PA

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