WEALTHCARE INVESTMENT PARTNERS LLC

Overview

Wealthcare Investment Partners LLC is an independent registered investment adviser that manages portfolios for individuals, families and some institutional clients. The firm combines fee-based financial planning with discretionary portfolio management, and lists pension consulting among its advisory services while not operating as a dedicated pension consultant. Its fee schedule includes percentage-of-AUM charges plus hourly and fixed-fee arrangements, which supports both long-term advisory relationships and project-based work. Investment activity shows a clear preference for public funds and ETFs as core building blocks, while the firm supplements those exposures with mutual funds and third‑party alternative managers. The emphasis on exchange-traded funds—particularly broad-market and growth-oriented vehicles—suggests a liquid, index- and factor-aware approach to equity exposure, with tactical allocation decisions layered on top for client-specific objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices