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WEALTHCARE INVESTMENT PARTNERS LLC

PORTSMOUTH, RI · CRD 296475 · IAPD ↗ · wcipllc.com · (401) 682-2335

$859.6MRegulatory AUM
5Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — WEALTHCARE INVESTMENT PARTNERS LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — WEALTHCARE INVESTMENT PARTNERS LLC reported RAUM up 31% ($654.8M -> $859.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — WEALTHCARE INVESTMENT PARTNERS LLC notice-filed in ME, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — WEALTHCARE INVESTMENT PARTNERS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — WEALTHCARE INVESTMENT PARTNERS LLC crossed $500M in regulatory AUM ($457.7M -> $560.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.