Wealthcare Investment Partners

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Trust Score 83%
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Wealthcare Investment Partners, federally registered in 2018, is a Registered Investment Advisor (RIA) in 7 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.

Last updated: September 21st, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) 6,269 / 7,646
Top Advisors View Advisors
Minimum Investment $50,000
Average Client Balance $260,248
Dually-Registered No
Disciplinary History No
Total AUM $143.4 million
Advisor / Client Ratio 1:111
Headquarters Portsmouth, RI
SEC Filings Forms and Brochures    (CRD # 296475)
State(s) Registered CT, FL, LA, MA, NH, RI, TX

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