Wealthcare Investment Partners LLC
● SEC registered since 2018CRD 296475SEC# 801-113276Portsmouth, RI
Reg. AUM
$859.6M
Employees
12
Accounts
3,208
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 $859.6 million in regulatory assets under management and employs 12 people.
Wealthcare Investment Partners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Norman Corriveau Control | Managing Member | 25-50% | 2018 |
| David Robert Mailloux Control | Managing Member And Chief Compliance Officer | 25-50% | 2018 |
| Derek Domoon Doo Control | Managing Member | 25-50% | 2020 |
Frequently asked questions
How much does Wealthcare Investment Partners LLC manage?
Wealthcare Investment Partners LLC reports $859.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealthcare Investment Partners LLC have?
Wealthcare Investment Partners LLC reports 12 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
| Address | 35 Dyer Street, Portsmouth, RI 02871 |
| Phone | (401) 682-2335 |
| Fax | 401-309-0729 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1908462 |
| Discloses disciplinary history | No |
Regulatory AUM
$859.6M▲ 31%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$859.6Mregulatory AUM
Discretionary $859.6M