TrueAdvisor
TrueAdvisor
AS
AS

Adam Mccord Sommers

Wealthcare Advisory Partners LLC
15 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Wealthcare Advisory Partners LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

Location

1065 Andrew Drive, West Chester, PA, 19380

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History

Regulatory History (1)
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Regulatory
July 2021
Final
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Other Business Activities

Adam owns Sasom Holdings LLC, a real estate holding company, dedicating a few hours per week to managing maintenance and rental activity. He also serves as Treasurer and Director on the Skyline Bel Air Estates Homeowner's Association Board of Directors, spending minimal time on this role.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Sommers Financial Management
June 2010 - February 2023 · 12 yrs 8 mos
State Registrations3 states
AZORTX
Advisor
Exams
No exam information available for this advisor.