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Wealthcare Investment Partners LLC

● SEC registered since 2018CRD 296475SEC# 801-113276Portsmouth, RI
Export (members)
Reg. AUM
$654.8M
Employees
11
Accounts
2,876
Location
Portsmouth, RI

Wealthcare Investment Partners LLC assets under management

Wealthcare Investment Partners LLC is a registered investment adviser overseen by the SEC based in Portsmouth, RI. The firm has been registered since 2018. It reports $654.8 million in regulatory assets under management and employs 11 people.

Wealthcare Investment Partners LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Norman Corriveau ControlManaging Member25-50%2018
David Robert Mailloux ControlManaging Member And Chief Compliance Officer25-50%2018
Derek Domoon Doo ControlManaging Member25-50%2020

Frequently asked questions

How much does Wealthcare Investment Partners LLC manage?

Wealthcare Investment Partners LLC reports $654.8 million in regulatory assets under management on its Form ADV.

How many employees does Wealthcare Investment Partners LLC have?

Wealthcare Investment Partners LLC reports 11 employees.

Where is Wealthcare Investment Partners LLC located?

Wealthcare Investment Partners LLC is based in Portsmouth, RI and has been SEC-registered since 2018.

Does Wealthcare Investment Partners LLC disclose fund performance?

Wealthcare Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address35 Dyer Street, Portsmouth, RI 02871
Phone(401) 682-2335
Fax401-309-0729
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1908462
Discloses disciplinary historyNo

Assets under management

Discretionary$654.8M
Non-discretionary$0
Total (RAUM)$654.8M