Wealth manager, wrap-program sponsor · Portsmouth, RI
Wealthcare Investment Partners LLC
SEC-registered investment adviser · CRD 296475 · SEC 801-113276
At a glance
Wealthcare Investment Partners LLC is an SEC-registered investment adviser based in Portsmouth, Rhode Island, with $860 million in regulatory assets under management as of its Form ADV filed August 11, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,816 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,792nd of 8,915 wealth managers and 5,859th of 17,210 SEC-registered advisers by assets.
Main office 401-682-2335wcipllc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $860M
- Rank among wealth managers
- #1,792 of 8,915
- Rank among all SEC RIAs
- #5,859 of 17,210
- Rank in Rhode Island
- #15 of 49
- Individual clients
- 1,816
- High-net-worth clients
- 461
- Accounts
- 3,208
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- David R. MaillouxManaging Member and Chief Compliance Officer
- Brian N. CorriveauManaging Member
- Derek D. DooManaging Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Wealthcare Investment Partners LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Private Client Services as the broker-dealer its advisers are registered with.
Broker-Dealer Affiliation Certain Advisory Persons are also registered representatives of Private Client Services, LLC (“PCS”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 461 | $560M | 65% |
| Individuals | 1,355 | $270M | 31% |
| Corporations or other businesses | 21 | $22M | 3% |
| Pension and profit sharing plans | 6 | $6M | <1% |
| Charitable organizations | 10 | $3M | <1% |
Disciplinary disclosures
Wealthcare Investment Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗wcipllc.com ↗
AtlasMembers
The full record on Wealthcare Investment Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 3,908 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Wealthcare Investment Partners LLC manage?
Wealthcare Investment Partners LLC reports $860 million in regulatory assets under management across 3,208 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 11, 2026.
What kind of firm is Wealthcare Investment Partners LLC?
Wealthcare Investment Partners LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Wealthcare Investment Partners LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($560 million, 461 clients); individuals ($270 million, 1,355 clients); corporations or other businesses ($22 million, 21 clients).
Does Wealthcare Investment Partners LLC have any disciplinary history?
Wealthcare Investment Partners LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wealthcare Investment Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →