Allocator Index · CRD 296475

WEALTHCARE INVESTMENT PARTNERS LLC

Portsmouth, RI · (401) 682-2335 · wcipllc.com

SEC IAPD record ↗

Fit score

50

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

461

Other individuals

1,355

HNW assets

$559.6M

Total AUM

$859.6M

Employees

12

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.