Proof
Stephen Sullivan attests that the Wealthcare engagement contributed to a 350% increase in marketing-qualified leads. That figure is his personal attestation only, and it is not a causal result.
Wealthcare publishes three different asset measurements. They are the firm's public record. John Strozier did not cause the AUM growth.
- Umbrella Wealthcare — Wealthcare Advisory Partners LLC, Wealthcare Capital Management LLC, and Wealthcare Capital Partners LLC — is over $10 billion total AUM. The current milestone is 32% AUM growth in 2025. Sources: Wealthcare insights and PR Newswire.
- Standalone Wealthcare Capital Management LLC Form ADV regulatory AUM is about $3.93 billion.
- Wealthcare Advisory Partners LLC accounts for over $8.2 billion of the umbrella footprint.
| When | Umbrella AUM |
|---|---|
| 2017 | $1.5 billion |
| 2024 | $7.6 billion |
| 2025 | $9.0 billion, at the Sammons acquisition |
| Current | Over $10 billion, after 32% AUM growth in 2025. Wealthcare insights and PR Newswire. |
The public site launched in 2018. John says the biggest AUM jump was between 2017 ($1.5 billion) and 2018, right at that launch. That is his timeline observation beside the firm's milestones. He does not claim he caused the increase, and no 2018 dollar amount is stated.