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James Marshall Dubrueler

Wealthcare Advisory Partners LLC

Winchester, VA

West Chester, PA

CRD 6895730

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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 2025-04-01
  • VA RA
    APPROVED
    Since 2025-04-01

Branch Locations

167 Creekside Lane, Winchester, VA 22602 • United States

1065 Andrew Drive, West Chester, PA 19380 • 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
Alphastar Capital Management Winchester VA 01/2018 04/2025
Creekside Insurance Advisors Inc. Winchester VA 12/2009 Present
Wealthcare Advisory Partners Llc Winchester VA 04/2025 Present
Previous Registrations
Other Businesses

1) Creekside Insurance Advisors Inc.; Not investment-related; Same address; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; 25% of time during the month. 2) Creekside Financial Group Inc.; Investment-related; Same address; Doing business as ("DBA") name for investment advisory activity conducted with Wealthcare Advisory Partners LLC; Full-time position. 3) Ready 2 Go Properties LLC; Not investment-related; Stephens City, VA 22655; Investment property holding company; Managing Member; Manage all aspects of owned rental properties; Less than 5% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-13
  • S65 Uniform Investment Adviser Law Examination
    2016-09-13
Other Names
  • James Dubrueler

View on SEC IAPD

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