David Willingham Lentz
Investment adviser representative at Wealthcare Advisory Partners LLC
13 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
13 years in the industry.
- Wealthcare Advisory Partners LLCFeb 2026 to now
- Wealthcare Advisory Partners LLC dba Eagle FinancialFeb 2026 to now
- Quants Capital Management, Inc.Nov 2020 to Jan 2026
- Kestra Financial, IncJun 2017 to Oct 2020
- Prospera Financial ServicesJun 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 4335856
- Firm CRD
- 171976