Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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

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Location

519 WEST Jubal Early Drive, Suite 300, Winchester, VA, 22601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew sells personally created woodworking items since 2005, dedicating minimal time outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
July 2025 - Present · 7 mos
Previous Registrations
Morgan StanleyBroker
June 2019 - July 2025 · 6 yrs 1 mo
Morgan Stanley
June 2019 - July 2025 · 6 yrs 1 mo
Kalos Management
November 2017 - May 2019 · 1 yr 6 mos
Kalos Capital, INC.Broker
September 2017 - May 2019 · 1 yr 8 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Andrew D Gauldin - Financial Advisor | TrueAdvisor