← Back to searchVisit website
WEALTHCARE INVESTMENT PARTNERS LLC
CRD 296475 · SEC 801-113276
35 DYER STREET, PORTSMOUTH, RI, 02871, United States
Phone
(401) 682-2335
Fax
401-309-0729
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$859.6M
Discretionary AUM
$859.6M
Team
12 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1355 | $269.7M |
| High net worth individuals | 461 | $559.6M |
| Pension/profit sharing plans | 6 | $5.6M |
| Charitable organizations | 10 | $3.0M |
| Corporations/business entities | 21 | $21.8M |
States served
CA, LA, ME, MA, NY, RI, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD