Leesburg, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Wealthcare Capital Partners, LLC
Team
Firm-wide stats for Wealthcare Capital Partners, LLC
About
Wealthcare Capital Partners LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and businesses. The firm reports managing about $407 million in client assets across discretionary and non‑discretionary accounts and offers wealth management, standalone investment management, financial planning, and retirement plan advisory services.
The firm describes a goals‑based, evidence‑based investment process that incorporates behavioral economics and quantitative metrics to match long‑term strategies to client preferences; its brochure references proprietary measures such as a Wealthcare Skill Index and a Growth Conditions Index (GCONIX). Portfolios are typically long‑term oriented but can include active or dynamic allocations, index‑tracking strategies, and access to alternative investments and Delaware statutory trusts via third‑party platforms.
WCP is affiliated through common ownership with other registered advisers and related entities, and its ADV discloses that it may refer clients to or use affiliated managers; it also serves as the sponsor of a wrap fee program and documents the use of affiliated technology and administrative services. The brochure notes that some advisory persons maintain broker‑dealer and insurance licenses (which may give rise to separate compensation) and states there are no material disciplinary events disclosed.
Based on Wealthcare Capital Partners, LLC
Expertise
Based on Wealthcare Capital Partners, LLC
Location
208 Church St SE, 210
Leesburg VA 20175
Advisors at this office
3
Advisors at this office
Blake F
Series 66
Leesburg, VA
Wealthcare Capital Partners, LLC
Blake Fellows is a financial advisor with Wealthcare Capital Partners, LLC, holding a Series 66 license and bringing 25 years of industry experience. He has worked at multiple firms including LPL Financial and Coastal Equities, Inc., and has maintained his own advisory practice under Fellows Financial Group since 2015. Outside of advisory work, he serves as president of Fellows Risk Solutions, an agency specializing in life, health, disability, and long-term care insurance. Wealthcare Capital Partners, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in assets and utilizes a goals-based, evidence-based investment process integrating behavioral economics and quantitative metrics.
Michael S
Series 63, Series 65
Leesburg, VA
Wealthcare Capital Partners, LLC
Michael Schimmel is a financial advisor at Wealthcare Capital Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Arkadios Capital, Coastal Equities, Inc., Wealthcare Advisory Partners LLC dba Fellows Financial Group, LPL Financial, and HSBC Securities. Schimmel is involved in insurance planning through Fellows Risk Solutions and maintains dual registrations with multiple advisory firms. Wealthcare Capital Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $407 million in client assets using a goals-based, evidence-based investment process that incorporates behavioral economics and quantitative metrics to align long-term strategies with client preferences.
Ruben D
CFP®, Series 63, Series 65
Leesburg, VA
Wealthcare Capital Partners, LLC
Ruben Devia Arbanil is a CFP® professional with eight years of industry experience, currently serving at Wealthcare Capital Partners, LLC. His career includes roles at Arkadios Capital, Abich Financial Wealth Management, and Edelman Financial Engines Advisors. He also works as an insurance agent providing life insurance and annuity services to financial planning clients. Wealthcare Capital Partners, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, evidence-based investment process incorporating behavioral economics and quantitative metrics, managing approximately $407 million in client assets.
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