WEALTHCARE INVESTMENT PARTNERS LLC

CRD 296475File 801-113276

APPROVED

Retail clients

Filing as of Aug 11, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$859.6M

Above cohort median (national)

Discretionary AUM

$859.6M

Clients

1,853

3,208 accounts

Employees

Above cohort median in RI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: May 24, 2018
Principal office: 35 DYER STREET, PORTSMOUTH, RI, 02871
Phone: (401) 682-2335
Website: HTTPS://WWW.WCIPLLC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $859.6M
Discretionary AUM: $859.6M
Non-discretionary AUM: $0
Discretionary accounts: 3,208
Non-discretionary accounts: 0
Total accounts: 3,208
AUM per client: $464K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	21	$21.8M
Charitable organizations	10	$3.0M
High net worth individuals	461	$559.6M
Pension and profit sharing plans	6	$5.6M
Individuals (other than high net worth individuals)	1,355	$269.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	11	12	increased by1
Apr 1, 2026	Clients	1,741	1,853	increased by112
Apr 1, 2026	AUM	$654,788,239	$859,629,575	increased by$204,841,336
Apr 1, 2026	Accounts	2,876	3,208	increased by332
May 1, 2025 vs Oct 1, 2022	Employees	12	11	decreased by1
May 1, 2025 vs Oct 1, 2022	Clients	1,123	1,741	increased by618
May 1, 2025 vs Oct 1, 2022	AUM	$477,249,253	$654,788,239	increased by$177,538,986
May 1, 2025 vs Oct 1, 2022	Accounts	2,164	2,876	increased by712
Apr 1, 2022	Employees	13	12	decreased by1
Apr 1, 2022	Clients	1,264	1,123	decreased by141
Apr 1, 2022	AUM	$391,644,307	$477,249,253	increased by$85,604,946
Apr 1, 2022	Accounts	1,748	2,164	increased by416
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WEALTHCARE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHCARE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.