# Wealthcare Investment Partners LLC

> Wealthcare Investment Partners LLC is an SEC-registered investment advisory firm in Portsmouth, RI, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 296475
- Filed as: WEALTHCARE INVESTMENT PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portsmouth, RI
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296475
- AdvisorCensus page: https://advisorcensus.com/firm/wealthcare-investment-partners-llc-portsmouth-ri-296475

## Quick answers

**How is Wealthcare Investment Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthcare Investment Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Wealthcare Investment Partners LLC charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Hourly rate: $275 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealthcare Investment Partners LLC located?**
Wealthcare Investment Partners LLC's principal office is in Portsmouth, RI, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealthcare Investment Partners LLC registered with the SEC or a state?**
Wealthcare Investment Partners LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296475.

**How much does Wealthcare Investment Partners LLC manage?**
Wealthcare Investment Partners LLC reports $859,629,575 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**How have Wealthcare Investment Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthcare Investment Partners LLC: Regulatory assets under management: $391,644,307 in the October 2021 data and $859,629,575 in the October 2026 data, up 119%. Total employees: 13 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthcare Investment Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,355); high net worth individuals (461); corporations or other businesses not listed above (21).

**Which custodians does Wealthcare Investment Partners LLC use?**
Wealthcare Investment Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthcare Investment Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296475

**Does Wealthcare Investment Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "WCIP generally requires a minimum relationship size of $250,000 to effectively implement its investment process. This minimum may be waived at sole discretion of the Advisor."

**What changed in Wealthcare Investment Partners LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> WCIP generally requires a minimum relationship size of $250,000 to effectively implement its investment process. This minimum may be waived at sole discretion of the Advisor.

- Hourly rate: $275 an hour (Financial Planning Services)

> WCIP offers financial planning services either on an hourly or fixed fee basis. Hourly fees range up to $275 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $859,629,575
- Discretionary: $859,629,575
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,355 | $269,687,629 |
| High net worth individuals | 461 | $559,580,902 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $5,646,783 |
| Charitable organizations | 10 | $2,960,962 |
| Corporations or other businesses not listed above | 21 | $21,753,299 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, FL, LA, MA, ME, NH, NY, PA, RI, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Smithfield, RI

### Websites listed on Form ADV (Item 1.I)
- [wcipllc.com](https://wcipllc.com)
- LinkedIn @wealthcare-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $391,644,307 | 13 | April 29, 2021 |
| October 2022 | $477,249,253 | 12 | June 17, 2022 |
| October 2023 | $457,674,291 | 12 | February 8, 2023 |
| October 2024 | $560,058,798 | 13 | April 19, 2024 |
| October 2025 | $654,788,239 | 11 | February 6, 2025 |
| October 2026 | $859,629,575 | 12 | August 11, 2026 |

Regulatory assets under management: $391,644,307 in the October 2021 data and $859,629,575 in the October 2026 data, up 119%.
Total employees: 13 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in PA.

### April 2026
- Regulatory assets under management went from $654,788,239 to $859,629,575 (+31%).

### January 2026
- No longer registered or notice-filed in PA.

### December 2025
- Registered or notice-filed in ME, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthcare Investment Partners LLC (CRD 296475): Form ADV filing data as of October 2026.