Wealthcare Investment Partners Llc
- Regulatory AUM
- $860M
- Discretionary
- $860M
- Clients
- 1,853
- Avg AUM / client
- $464K
- Accounts
- 3,208
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Investments (13F portfolio — 191 positions, $360,414,464)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | UNIT SER 1 | $26,001,800 | 44,234 | 7.21% | 3.02% |
| 2 | First Tr Exchange Traded Fd | SHS | $14,459,117 | 307,314 | 4.01% | 1.68% |
| 3 | Capital Group Growth Etf | SHS CREATION UNI | $11,958,144 | 292,161 | 3.32% | 1.39% |
| 4 | Ishares Tr | US AER DEF ETF | $11,779,241 | 52,153 | 3.27% | 1.37% |
| 5 | Capital Group Dividend Value | SHS CREATION UNI | $10,647,095 | 246,289 | 2.95% | 1.24% |
| 6 | First Tr Exchng Traded Fd Vi | FT VEST LADDERED | $9,593,285 | 282,571 | 2.66% | 1.12% |
| 7 | Ishares Gold Tr | ISHARES NEW | $8,928,451 | 104,708 | 2.48% | 1.04% |
| 8 | Invesco Exch Traded Fd Tr Ii | S&P 500 MOMNTM | $7,912,688 | 68,615 | 2.2% | 0.92% |
| 9 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $7,594,030 | 165,990 | 2.11% | 0.88% |
| 10 | Invesco Exch Traded Fd Tr Ii | S&P INTL MOMNT | $7,439,883 | 135,394 | 2.06% | 0.87% |
| 11 | Vanguard Index Fds | S&P 500 ETF SHS | $7,009,936 | 11,574 | 1.95% | 0.82% |
| 12 | Columbia Etf Tr I | RESH ENHNC COR | $6,838,893 | 174,774 | 1.9% | 0.8% |
| 13 | Schwab Strategic Tr | FUNDAMENTAL INTL | $6,758,015 | 139,168 | 1.88% | 0.79% |
| 14 | Select Sector Spdr Tr | STATE STREET ENE | $6,046,859 | 99,833 | 1.68% | 0.7% |
| 15 | Select Sector Spdr Tr | STATE STREET COM | $5,769,243 | 51,770 | 1.6% | 0.67% |
| 16 | J P Morgan Exchange Traded F | MUNICIPAL ETF | $5,514,974 | 110,344 | 1.53% | 0.64% |
| 17 | Invesco Exchange Traded Fd T | S&P MIDCAP 400 | $5,351,167 | 45,135 | 1.48% | 0.62% |
| 18 | Capital Group Core Balanced | SHS | $5,070,699 | 146,172 | 1.41% | 0.59% |
| 19 | Capital Group Dividend Growe | SHS ETF | $4,979,136 | 139,160 | 1.38% | 0.58% |
| 20 | First Tr Exchange Traded Fd | RISNG DIVD ACHIV | $4,959,954 | 71,603 | 1.38% | 0.58% |
| 21 | Ishares Tr | US TREAS BD ETF | $4,941,649 | 215,981 | 1.37% | 0.57% |
| 22 | Invesco Exchange Traded Fd T | S&P MDCP QUALITY | $4,610,350 | 44,411 | 1.28% | 0.54% |
| 23 | First Tr Exchange Traded Fd | NASDAQ CYB ETF | $4,496,746 | 70,960 | 1.25% | 0.52% |
| 24 | Ishares Tr | CORE S&P SCP ETF | $3,904,464 | 31,216 | 1.08% | 0.45% |
| 25 | Invesco Exchange Traded Fd T | S&P500 EQL UTL | $3,902,254 | 48,962 | 1.08% | 0.45% |
Top 25 of 191 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,355 | $270M | 31.4% |
| High net worth individuals | 461 | $560M | 65.1% |
| Pension and profit sharing plans | 6 | $5.6M | 0.66% |
| Charitable organizations | 10 | $3.0M | 0.34% |
| Corporations and other businesses | 21 | $21.8M | 2.53% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Norman Corriveau | Managing Member | Apr 2018 (8y) | 25% – 50% | |
| David Robert Mailloux | Managing Member And Chief Compliance Officer | Apr 2018 (8y) | 25% – 50% | |
| Derek Domoon Doo | Managing Member | Jun 2020 (6y) | 25% – 50% | |
| Russell Francis Winthrop | Registered representative | Jul 2018 (8y) | ||
| Nolan Robert Beattie | Registered representative | Dec 2022 (4y) | ||
| Connor Joseph Morenzi | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $852M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗