Wealthcare Capital Management LLC

Investment Advisor
in West Chester, PA

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About this Advisor

Ayad Amary is a certified financial planner based in West Chester, Pennsylvania who has 2 years of relevant experience. Amary is an advisor for Wealthcare Capital Management LLC. Over the course of their career, they have held roles at Wealthcare Capital Management LLC, Wealthcare Advisory Partners LLC, The Vanguard Group, Ic, Scottrade, Inc, Tiaa-Cref Individual & Institutional Services, LLC and Tiaa. Amary maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Wealthcare Capital Management LLC is a company operating out of Richmond, VA. The investment advisory business has offices in 18 locations and a total of 59 employees. It controls $3 billion in total assets across its 11,094 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 11,094 accounts, 15% belong to high-net-worth individuals who have more than $1 million in assets. The business has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which service is offered. Fees billed by Wealthcare Capital Management LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1065 Andrew Drive
West Chester, PA 19380

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Wealthcare Capital Management LLC Brokerage Details

Total Assets Under Management


PA Average: $1,835,309,194
Total Number of Employees


PA Average: 32
Total Number of Accounts


PA Average: 1,458
Average Account Size


PA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ayad Amary Work History

Ayad has been registered as a financial advisor for 2 years.*

2021 - Present (2 years)

Wealthcare Capital Management LLC

2021 - Present (2 years)

Wealthcare Advisory Partners LLC

2015 - 2021 (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2015 - 2021 (6 years)


2014 - 2015 (1 year)

Scottrade, Inc

2012 - 2014 (2 years)

The Vanguard Group, Ic

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Ayad Amary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthcare Capital Management LLC

Ayad Amary
West Chester, PA
Peggy Carlson
Claremont, CA
Scott Davison
Richmond, VA
James Mirenda
East Dorset, VT
Michael Valdez
Richmond, VA
Scarlott Cagle
Richmond, VA
Kevin London
Richmond, VA
Tae Kneidinger
Moseley, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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