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WEALTHCARE INVESTMENT PARTNERS LLC

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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
City: Portsmouth
County: Newport County
Purpose: REGISTERED INVESTMENT ADVISOR
Principal Address: Google Maps Logo 35 DYER STREET PO BOX 189, PORTSMOUTH, RI, 02871, USA

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

Agent

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

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001908462
Phone:
(401) 682-2335

Latest Filings

Form type:
13F-HR
File number:
028-21627
Filing date:
2025-04-22
File:
Form type:
13F-HR
File number:
028-21627
Filing date:
2025-02-03
File:
Form type:
13F-HR
File number:
028-21627
Filing date:
2024-10-08
File:
Form type:
N-PX
File number:
028-21627
Filing date:
2024-08-20
File:
Form type:
13F-HR
File number:
028-21627
Filing date:
2024-07-18
File:

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

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Date of last update: 15 Jul 2025

Sources: Rhode Island Department of State