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David Anthony Camilleri

Investment adviser representative at Wealthcare Advisory Partners LLC
48 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

48 years in the industry.

  1. Wealthcare Advisory Partners LLCMar 2025 to now
  2. LPL Financial LLCNov 1996 to now
  3. Butala Simmons, Camilleri & Baranski PcOct 1978 to now
  4. Integrated Wealth Concepts, LLCJan 2023 to Mar 2025
  5. Wealthcare Advisory Partners LLCFeb 2018 to May 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 1 state (MI).

Wealthcare Advisory Partners LLC

$8.3BAssets managed
10,948Clients
172Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2829307
Firm CRD
171976
Advisor's SEC record (opens in a new tab)
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