Wealthcare Investment Partners

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Last updated: February 17th, 2020. Data source: SEC filings.

Wealthcare Investment Partners, federally registered in 2018, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 5 advisors. Wealthcare Investment Partners manages $143.4 million and provides investment advisory services for 551 clients (1:111 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 23
Percentage of Advisors Trusted Less than 1%
Minimum Investment $50,000
Average Client Balance $260,248
Total AUM $143.4 million
Advisor / Client Ratio 1:111
Headquarters Portsmouth, RI
SEC Filings View SEC IAPD CRD #296475
State(s) Registered CT, FL, LA, MA, NH, RI, SC, TX

SEC data accurate as of 02/17/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use. Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.