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, SEC-registered registered investment adviser organized as an LLC and operating since 2018. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
David Mailloux
Managing PartnerCRD 1574358
Brian Corriveau
Managing Partner, Financial PlannerCRD 1806721
Russell Winthrop
Financial AdvisorCRD 2617564
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
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