Anna Leigh Green

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

• 01/2018 → 01/2019
  Edward Jones
  St Louis, MO
• 09/2016 → 01/2018
  Paychex, Inc
  Fairfax, VA
• 01/2015 → 09/2016
  Elderoptions Senior Care
  Fairfax, VA
• 12/2019 → 07/2023
  Wealthcare Advisory Partners, Llc Dba Alg Financial
  Winchester, VA
• 07/2023 → 06/2026
  Cwm, Llc Dba Ffr Wealth Team
  Omaha, NE
• 07/2026 → Present
  Wealthcare Advisory Partners Llc
  Charlottesville, VA
• 01/2019 → 11/2019
  Wealthcare Advisory Partners, Llc Dba Water Street Financial
  Winchester, VA

Previous Registrations

• 2023-07-10 → 2026-06-16
  Cwm, Llc
  Omaha, NE
  Middletown, VA
• 2019-01-16 → 2023-07-19
  Wealthcare Advisory Partners Llc
  Winchester, VA
  West Chester, PA
  Winchester, VA
  Winchester, VA
• 2018-04-05 → 2019-01-11
  Edward Jones
  Aldie, VA
  St Louis, MO
  Aldie, VA
  Winchester, VA

Other Businesses

1) Licensed insurance agent; Not investment-related; Charlottesville, VA, 22902; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 2) FASST Sports Performance Training; Not investment-related; Winchester, VA. 22601; Sports performance training; Coach; 7/24/2026; 10 hours per month; Coach softball hitting and fielding lessons 3) The Ridge Performance & Training; Not investment-related; Purcellville, VA. 20132; Sports performance training; Coach; 7/24/2026; 10 hours per month; Coach softball hitting and fielding lessons 4) Tri-State Thunder Fastpitch; Not investment-related; Williamsport, MD. 21795; Softball; Head Coach; 8/1/2023; 0-30 hours per month; 0 during trading hours; Coach softball hitting and fielding skills, coach games and practices, assist players in college softball recruitment activities, and oversee management of team finances

Exams

• S66 Uniform Combined State Law Examination
  2018-04-04

Other Names

• Anna Leigh Klumpp
• Anna Leigh Green
• Anna Klumpp
• Anna Green