Blake Edward Fellows

Wealthcare Capital Partners, LLC

24 Years of Experience

4 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Wealthcare Capital Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

623 clients

Average Client Portfolio

$531K average

Assets Under Management

$330.9M

Fee Structure

Location

1065 Andrew Drive, West Chester, PA, 19380

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2025

Pending

Customer Dispute

March 2022

Settled

Customer Dispute

September 2021

Withdrawn

Customer Dispute

April 2007

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Blake is an Investment Advisor Representative and Registered Representative, dedicating most of his time to these roles. He also owns a percentage of a building through Elmwood Properties LLC, is involved with Fellows Risk Solutions selling insurance products, and has several passive investments in real estate, technology, and other ventures.