President · Wealthcare Advisory Partners LLC
Matthew T. Regan
CRD 2482606 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Wealthcare Advisory Partners LLC, an SEC-registered wealth manager based in West Chester, PA with $8.3 billion in regulatory assets, lists Matthew T. Regan on its Form ADV as President, a control person. The SEC filings also name Matthew at 2 other registered advisers.
Firms and roles
- Wealthcare Advisory Partners LLCPresidentWealth manager · West Chester, PA · $8.3B in regulatory assets
- Wealthcare Capital Management LLCPresidentWealth manager · Richmond, VA · $3.9B in regulatory assets
- Wealthcare Capital Partners, LLCPresidentWealth manager · West Chester, PA · $407M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ronald E. MadeyChief Investment Officer, Wealthcare Advisory Partners LLC
- Justin DuBruelerChief Financial Officer, Wealthcare Advisory Partners LLC
- James J. KrauseChief Compliance Officer, Wealthcare Advisory Partners LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.