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Matthew W Bruce

Wealthcare Advisory Partners LLC

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About Matthew W Bruce

Matthew Bruce is a financial advisor with Wealthcare Advisory Partners LLC, based in Leawood, KS. He is a registered Investment Advisor Representative (IAR) in Kansas. Matthew's previous experience includes roles at CETERA ADVISOR NETWORKS LLC and PRUCO SECURITIES, LLC., providing experience in the industry. He holds Series 65, 66, 7 and SIE licenses, demonstrating his commitment to professional development. Matthew offers financial planning, portfolio management, and selection of other advisors to individual and business clients.

Firm Information

Matthew Bruce is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Bruce’s Registration & Firm History

KS

08/01/2024 - Present

Wealthcare Advisory Partners LLC (Leawood KS)

KS

06/28/2024 - 07/11/2024

CETERA ADVISOR NETWORKS LLC (Overland Park KS)

KS

07/31/2023 - 02/06/2024

PRUCO SECURITIES, LLC. (Overland Park KS)

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Licenses & Designations

BOTH

Issued 10/07/2023

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew W Bruce.
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