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WEALTHCARE SOLUTIONS
Wealthcare Solutions, LLC is a state-registered investment adviser in Radnor, PA. The firm manages $54 million in assets on a discretionary basis.
Overview
Wealthcare Solutions, LLC is a state-registered investment adviser in Radnor, PA. The firm manages $54 million in assets on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Is WEALTHCARE SOLUTIONS a fiduciary?
Yes. As a Registered Investment Adviser with the U.S. Securities and Exchange Commission, WEALTHCARE SOLUTIONS is legally obligated to act as a fiduciary to its clients. This means the firm must place client interests ahead of its own, disclose conflicts of interest, and cannot earn commissions on recommended trades. The fiduciary standard is a structural requirement under the Investment Advisers Act of 1940 and applies to all RIA firms.
How does WEALTHCARE SOLUTIONS source its investment decisions?
WEALTHCARE SOLUTIONS constructs portfolios using asset-allocation models tailored to individual client risk profiles. The firm does not market a proprietary research platform or claim unique deal-flow advantages. Investment selection draws primarily on publicly traded securities—individual stocks, bond issues, ETFs, and mutual funds—making the sourcing model inherently different from private-markets firms that rely on manager-access networks or origination teams.
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