Adam Mccord Sommers

Wealthcare Advisory Partners LLC

15 Years of Experience

1 Disclosure

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.