Wealthcare Investment Partners LLC
Portsmouth, RI·SEC-registered · CRD #296475
Wealthcare Investment Partners LLC is an SEC-registered investment advisory firm in Portsmouth, RI managing $860M across 3.2k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$860M
Client accounts
3.2k
Advisory staff
5
Fee model
Fee-based
How Wealthcare Investment Partners LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wealthcare Investment Partners LLC
How much does Wealthcare Investment Partners LLC manage?
Per its most recent SEC Form ADV filing (03/17/2026), Wealthcare Investment Partners LLC reports $860M in regulatory assets under management across roughly 3.2k client accounts.
How does Wealthcare Investment Partners LLC charge?
Wealthcare Investment Partners LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wealthcare Investment Partners LLC a fiduciary?
Yes. Wealthcare Investment Partners LLC is registered with the U.S. Securities and Exchange Commission (CRD #296475), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wealthcare Investment Partners LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wealthcare Investment Partners LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wealthcare Investment Partners LLC's public SEC Form ADV filing (CRD #296475, filed 03/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wealthcare Investment Partners LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wealthcare Investment Partners LLC? Claim this profile.