WEALTHCARE INVESTMENT PARTNERS LLC

35 Dyer Street
Portsmouth, Rhode Island 02871
Tel: (401) 682-2335

About WEALTHCARE INVESTMENT PARTNERS LLC

WEALTHCARE INVESTMENT PARTNERS LLC, formally registered with the SEC as WEALTHCARE INVESTMENT PARTNERS LLC. The firm was established in 05/24/2018. They have over 2 offices throughout the country.

WEALTHCARE INVESTMENT PARTNERS LLC is a Portsmouth, Rhode Island based Financial Planning firm with nearly $654,788,239 assets under management, offering retirement planning & investment advisory services to 2876 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296475
SEC#	801-113276
Assets Managed by Firm	$654,788,239
No. of Clients	2876
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2876	$654,788,239
Individuals (other than high net worth individuals)	1386	$249,146,567
High net worth individuals	321	$380,175,839
Pension and profit sharing plans	5	$4,625,231
Charitable organizations	10	$2,678,017
Corporations or other businesses	19	$18,162,585

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