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