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Building 2WEALTHCARE INVESTMENT PARTNERS LLC

Map pinPORTSMOUTH, RI
Phone(401) 682-2335
NotebookSEC #801-113276
Total AUM
$859.6M
Employees
12
Clients
1,853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
35 DYER STREET
PORTSMOUTH
RI 02871
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(401) 682-2335
Other Offices
1

ReceiptFinancials

Total AUM
$859.6M
Accounts
3,208
Discretionary
$859.6M
Accounts
3,208
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,355
AUM
$269.7M
HNW Individual Clients
461
AUM
$559.6M
Pension/Profit Sharing Plan Clients
6
AUM
$5.6M
Charitable Organization Clients
10
AUM
$3M
Corporation or Business Clients
21
AUM
$21.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMENHNYRISCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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