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WEALTHCARE INVESTMENT PARTNERS LLC

Company Details

Name: WEALTHCARE INVESTMENT PARTNERS LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 11 Apr 2018 (7 years ago)
Identification Number: 001683336
ZIP code: 02871
County: Newport County
Principal Address: 35 DYER STREET PO BOX 189, PORTSMOUTH, RI, 02871, USA
Purpose: REGISTERED INVESTMENT ADVISOR

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Central Index Key

CIK number Mailing Address Business Address Phone
0001908462 PO BOX 189, PORTSMOUTH, RI, 02871 PO BOX 189, PORTSMOUTH, RI, 02871 (401) 682-2335

Filings since 2025-04-22

Form type 13F-HR
File number 028-21627
Filing date 2025-04-22
Reporting date 2025-03-31
File View File

Filings since 2025-02-03

Form type 13F-HR
File number 028-21627
Filing date 2025-02-03
Reporting date 2024-12-31
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Filings since 2024-10-08

Form type 13F-HR
File number 028-21627
Filing date 2024-10-08
Reporting date 2024-09-30
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Filings since 2024-08-20

Form type N-PX
File number 028-21627
Filing date 2024-08-20
Reporting date 2024-06-30
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Filings since 2024-07-18

Form type 13F-HR
File number 028-21627
Filing date 2024-07-18
Reporting date 2024-06-30
File View File

Filings since 2024-04-15

Form type 13F-HR
File number 028-21627
Filing date 2024-04-15
Reporting date 2024-03-31
File View File

Filings since 2024-01-18

Form type 13F-HR
File number 028-21627
Filing date 2024-01-18
Reporting date 2023-12-31
File View File

Filings since 2023-10-10

Form type 13F-HR
File number 028-21627
Filing date 2023-10-10
Reporting date 2023-09-30
File View File

Filings since 2023-07-13

Form type 13F-HR
File number 028-21627
Filing date 2023-07-13
Reporting date 2023-06-30
File View File

Filings since 2023-04-10

Form type 13F-HR
File number 028-21627
Filing date 2023-04-10
Reporting date 2023-03-31
File View File

Filings since 2023-01-19

Form type 13F-HR
File number 028-21627
Filing date 2023-01-19
Reporting date 2022-12-31
File View File

Filings since 2022-10-17

Form type 13F-HR
File number 028-21627
Filing date 2022-10-17
Reporting date 2022-09-30
File View File

Filings since 2022-07-18

Form type 13F-HR
File number 028-21627
Filing date 2022-07-18
Reporting date 2022-06-30
File View File

Filings since 2022-04-14

Form type 13F-HR
File number 028-21627
Filing date 2022-04-14
Reporting date 2022-03-31
File View File

Filings since 2022-02-07

Form type 13F-HR
File number 028-21627
Filing date 2022-02-07
Reporting date 2021-12-31
File View File

Agent

Name Role Address
DAVID R MAILLOUX Agent 35 DYER STREET P.O. BOX 189, PORTSMOUTH, RI, 02871, USA

Filings

Number Name File Date
202444196350 Annual Report 2024-01-18
202326466430 Annual Report 2023-01-23
202218313600 Annual Report 2022-06-06
202100477700 Annual Report 2021-08-30
202056044290 Annual Report 2020-09-22
202041846090 Statement of Change of Registered/Resident Agent 2020-06-11
201925709940 Annual Report 2019-10-28
201861926070 Articles of Organization 2018-04-11

Date of last update: 27 Oct 2024

Sources: Rhode Island Department of State