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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthcare Investment Partners LLC
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|---|---|
| CRD # | 296475 |
| SEC # | 801-113276 |
| CIK # | 0001908462 |
| AUM | $654.8 M (2025-02-06) |
| Employees | 11 (45% Investors, 36% Brokers) |
| Phone | 401-682-2335 |
| Address | 35 Dyer Street Portsmouth, RI 02871 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 7.5 | ||
| Microsoft Corp | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,386 | 249.1 |
| (b) Individuals (high net worth individuals) | 321 | 380.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 4.6 |
| (h) Charitable organizations | 10 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 18.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,876 | 654.8 |
| By Discretionary | ||
| Discretionary | 2,876 | 654.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,876 | 654.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 654.8 | |
| Total | 2,876 | 654.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908462] |
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✚
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|
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