Andrew D Gauldin
Investment adviser representative at Wealthcare Advisory Partners LLC
10 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
10 years in the industry.
- Creekside Insurance AdvisorsJul 2025 to now
- Wealthcare Advisory Partners LLCJul 2025 to now
- Morgan StanleyJun 2019 to Jun 2025
- Kalos Capital, Inc.Jul 2017 to May 2019
- Clark & Associates IncorporatedApr 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5483678
- Firm CRD
- 171976