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| Wealthcare Investment Partners LLC
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|
|---|---|
| CRD # | 296475 |
| SEC # | 801-113276 |
| CIK # | 0001908462 |
| AUM | $457.7 MM (2023-02-08) |
| Employees | 12 (50% Investors, 33% Brokers) |
| Phone | 401-682-2335 |
| Address | 35 Dyer Street Portsmouth, RI 02871 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JJG | 3.0 | ||
| MSFT | 1,918,222.4 | 2.1 | |
| AAPL | 2,382,844.0 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,359 | 269.7 |
| (b) Individuals (high net worth individuals) | 98 | 171.0 |
| (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 | 6 | 0.6 |
| (h) Charitable organizations | 9 | 2.5 |
| (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 | 11 | 13.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,434 | 457.7 |
| By Discretionary | ||
| Discretionary | 2,434 | 457.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,434 | 457.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.7 | |
| Total | 2,434 | 457.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001908462] |
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|---|---|---|
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|
CA | 0.5 |
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Ackerman Asset Management LLC
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MD | 0.5 |
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TX | 0.5 |
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Riverview Capital Advisers LLC
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Gradient Capital Advisors LLC
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Fractal Investments LLC
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CT | 0.5 |
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CPA Asset Management Group LLC
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FL | 0.5 |
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Kesler Norman & Wride LLC
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UT | 0.5 |
|
Early McClintic & McMillan LLC
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TX | 0.5 |