WEALTHCARE INVESTMENT PARTNERS LLC
CRD #296475 SEC #801-113276 PORTSMOUTH, RI (401) 682-2335
SEC Registered
Total AUM
$654.8M
Discretionary
$654.8M
Employees
11
Clients
0
Accounts
2,876
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $654.8M | $654.8M | $0 | 11 | 0 |
| Oct 2025 | $654.8M | $654.8M | $0 | 11 | 0 |
| Feb 2025 | $654.8M | $654.8M | $0 | 11 | 0 |
| Oct 2024 | $560.1M | $560.1M | $0 | 13 | 0 |
| Apr 2024 | $560.1M | $560.1M | $0 | 13 | 0 |
| Mar 2024 | $560.1M | $560.1M | $0 | 13 | 0 |
| Oct 2023 | $457.7M | $457.7M | $0 | 12 | 0 |
| Feb 2023 | $457.7M | $457.7M | $0 | 12 | 0 |
| Jun 2022 | $477.2M | $477.2M | $0 | 12 | 0 |
| Mar 2022 | $477.2M | $477.2M | $0 | 12 | 0 |
| Apr 2021 | $391.6M | $391.4M | $280K | 13 | 0 |
| Mar 2021 | $391.6M | $391.4M | $280K | 13 | 0 |
| Sep 2020 | $185M | $185M | $0 | 9 | 0 |
| Jun 2020 | $185M | $185M | $0 | 9 | 0 |
| May 2020 | $185M | $185M | $0 | 9 | 0 |
| May 2020 | $185M | $185M | $0 | 9 | 0 |
| Mar 2020 | $185M | $185M | $0 | 9 | 0 |
| Mar 2020 | $185M | $185M | $0 | 9 | 0 |
| Nov 2019 | $143.4M | $138.9M | $4.5M | 10 | 0 |
| Sep 2019 | $143.4M | $138.9M | $4.5M | 10 | 0 |
| May 2019 | $143.4M | $138.9M | $4.5M | 10 | 0 |
| Mar 2019 | $143.4M | $138.9M | $4.5M | 10 | 0 |
| Mar 2019 | $112.1M | $112.1M | $0 | 4 | 0 |
| Aug 2018 | $112.1M | $112.1M | $0 | 4 | 0 |
| Jun 2018 | $0 | $0 | $0 | 4 | 0 |
| May 2018 | $0 | $0 | $0 | 4 | 0 |
| May 2018 | $0 | $0 | $0 | 4 | 0 |
| Apr 2018 | $0 | $0 | $0 | 4 | 0 |
| Apr 2018 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$654.8M
Discretionary$654.8M
Non-Disc.$0
Employees11
Clients0
DateOct 2025
Total AUM$654.8M
Discretionary$654.8M
Non-Disc.$0
Employees11
Clients0
DateFeb 2025
Total AUM$654.8M
Discretionary$654.8M
Non-Disc.$0
Employees11
Clients0
DateOct 2024
Total AUM$560.1M
Discretionary$560.1M
Non-Disc.$0
Employees13
Clients0
DateApr 2024
Total AUM$560.1M
Discretionary$560.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$560.1M
Discretionary$560.1M
Non-Disc.$0
Employees13
Clients0
DateOct 2023
Total AUM$457.7M
Discretionary$457.7M
Non-Disc.$0
Employees12
Clients0
DateFeb 2023
Total AUM$457.7M
Discretionary$457.7M
Non-Disc.$0
Employees12
Clients0
DateJun 2022
Total AUM$477.2M
Discretionary$477.2M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$477.2M
Discretionary$477.2M
Non-Disc.$0
Employees12
Clients0
DateApr 2021
Total AUM$391.6M
Discretionary$391.4M
Non-Disc.$280K
Employees13
Clients0
DateMar 2021
Total AUM$391.6M
Discretionary$391.4M
Non-Disc.$280K
Employees13
Clients0
DateSep 2020
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees9
Clients0
DateNov 2019
Total AUM$143.4M
Discretionary$138.9M
Non-Disc.$4.5M
Employees10
Clients0
DateSep 2019
Total AUM$143.4M
Discretionary$138.9M
Non-Disc.$4.5M
Employees10
Clients0
DateMay 2019
Total AUM$143.4M
Discretionary$138.9M
Non-Disc.$4.5M
Employees10
Clients0
DateMar 2019
Total AUM$143.4M
Discretionary$138.9M
Non-Disc.$4.5M
Employees10
Clients0
DateMar 2019
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0