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Wealthcare Advisory Partners
WEST CHESTER, PA
CRD: 171976
In PWD coverage since September 11, 2026 · 3 stories
$8.3BRegulatory AUMSEC Form ADV · Sep 26
243EmployeesForm ADV
1Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 12 – Sep 26
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
IAM Advisory
Sep 11 · from IAM Advisory
Departures
None tracked.
Deal recordFull tracker →
PWD coverage
The Close
The AI wealth fight is now over distribution
CogniCor bought seven names in a day, while the same session's moves at HSBC, Citi, LPL and Mercer showed that the scarce asset in wealth management is the advisor relationship, not the disclosed book.