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Wealthcare Advisory Partners LLC CRD 171976
$8.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-01-04 |
| TX | RA | APPROVED | 2022-12-22 |
Branch Locations
51605 Columbia River Hwy, Scappoose, OR 97056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sommers Financial Management | Scappoose | OR | 06/2009 | Present |
| Wealthcare Advisory Partners Llc | Scappoose | OR | 12/2022 | Present |
On a transitional basis, Mrs. Pereira will be dually-registered as an Investment Advisor Representative with Sommers Financial Management LLC and as an Investment Advisor Representative with Wealthcare Advisory Partners, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-24 |
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