Wealthcare Investment Partners LLC
Firm details
- Headquarters
- Portsmouth, Rhode Island
- CRD number
- 296475
- Registered since
- May 24, 2018
- Website
- www.wcipllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.1%
- Individuals31.37%
- Corporations / Businesses2.53%
- Pension & Profit Sharing Plans0.66%
- Charitable Organizations0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wealthcare Investment Partners LLC is an independent registered investment adviser formed in 2018 and organized as an LLC. The firm works with both individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not described as a capital allocator — it relies on third-party managers and public funds rather than operating as a fund-of-funds or separate capital-allocating entity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities44%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Derek Doo
Partner and Chief Financial OfficerCRD 4456911
Contacts
3 of 5
Brian Corriveau
Managing Partner, Financial PlannerCRD 1806721
Russell Winthrop
Financial AdvisorCRD 2617564
Nolan Beattie
Financial AdvisorCRD 7595096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 202Active vs passive
$507M in ETFs
73%
$369M
26%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $33.1M | 44,954 | 6.53% |
Location
Portsmouth, RI
Newport
Location
Portsmouth, RI
Headquartered in Portsmouth, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Newport
- Address
- 35 Dyer St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Canton Hathaway LLC
RIAProvidence, RI
Strategicpoint Investment Advisors LLC
RIAProvidence, RI
Blue Fin Capital, Inc.
RIAWarren, RI
Newman Dignan & Sheerar, Inc
RIAProvidence, RI
Mcguire Wealth Management
RIAWakefield, RI
Upper90
RIAProvidence, RI