Data / Investment advisers / Rhode Island / Wealthcare Investment Partners LLC
Wealthcare Investment Partners LLC, Portsmouth, RI: $860 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealthcare Investment Partners LLC is an SEC registered investment adviser with its main office in Portsmouth, Rhode Island and reports $860 million in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Wealthcare Investment Partners LLC (CRD number 296475): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 296475
- SEC file number
- 801-113276
- SEC status
- Approved, effective May 24, 2018
- Main office
- 35 Dyer Street, Portsmouth, RI 02871
- Phone
- (401) 682-2335
- Website
- wcipllc.com
- Regulatory AUM
- $859,629,575 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $859,629,575
- Accounts
- 3,208
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 461 | $559.6 million |
| Individuals (other than high net worth individuals) | 1,355 | $269.7 million |
| Corporations or other businesses | 21 | $21.8 million |
| Pension and profit sharing plans | 6 | $5.6 million |
| Charitable organizations | 10 | $3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $859.6 million | March 17, 2026 |
| December 1, 2025 | $654.8 million | October 8, 2025 |
Other advisers in Rhode Island
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capital Wealth Management, LLC | West Warwick | $1.14 billion | Not listed | adviserinfo.sec.gov |
| Upper90 | Providence | $1.11 billion | 31 | adviserinfo.sec.gov |
| McGuire Wealth Management | Wakefield | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Strategicpoint Investment Advisors LLC | Providence | $914.8 million | Not listed | adviserinfo.sec.gov |
| Canton Hathaway LLC | Providence | $866.1 million | 4 | adviserinfo.sec.gov |
| Blue Fin Capital, Inc. | Warren | $755.9 million | Not listed | adviserinfo.sec.gov |
| Newman Dignan & Sheerar, Inc | Providence | $731.3 million | Not listed | adviserinfo.sec.gov |
| SK Wealth Management, LLC | Providence | $639 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Rhode Island
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wealthcare Investment Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.