Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealthcare Investment Partners LLC

    Registered investment advisor · Portsmouth, Rhode Island · CRD #296475

    Assets Under Management
    $860M
    Client Accounts
    3,208
    Employees
    12
    CRD Number
    296475
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealthcare Investment Partners LLC

    WealthCare Investment Partners LLC is a registered investment advisory firm founded in 2018, offering comprehensive wealth management and financial consulting services. It focuses on long-term asset management and personalized client service. The firm employs 11-50 staff members.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealthcare Investment Partners LLC

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    Frequently Asked Questions

    What is Wealthcare Investment Partners LLC's AUM?

    Wealthcare Investment Partners LLC reports approximately $860M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealthcare Investment Partners LLC headquartered?

    Wealthcare Investment Partners LLC is headquartered in Portsmouth, Rhode Island.

    What is Wealthcare Investment Partners LLC's CRD number?

    Wealthcare Investment Partners LLC's CRD number is 296475. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealthcare Investment Partners LLC manage?

    Wealthcare Investment Partners LLC manages approximately 3,208 client accounts according to its latest SEC filing.

    Is Wealthcare Investment Partners LLC SEC registered?

    Yes, Wealthcare Investment Partners LLC is registered with the SEC as an investment adviser with an approved registration status.

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