Sean Michael Wilson
Investment adviser representative at Wealthcare Advisory Partners LLC
11 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
11 years in the industry.
- LPL FinancialDec 2025 to now
- Wealthcare Advisory Partners LLCNov 2025 to now
- Secure Planning GroupNov 2025 to now
- Jfs Wealth Advisors, LLCSep 2023 to Nov 2025
- AscensusNov 2021 to Sep 2023
- Mcadam LLCMay 2019 to Nov 2021
- Crabhouse At Two Mile LandingMay 2016 to Aug 2018
- Temple UniversityAug 2015 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7358058
- Firm CRD
- 171976