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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-24-2018
- Office Locations
- 2
Office Locations
About Wealthcare Investment Partners LLC
WealthCare Investment Partners is a Rhode Island-based advisor serving high-net-worth families and retirees with goals-based financial planning, retirement guidance, and long-term portfolio management. The team emphasizes asset allocation and risk management, using ETFs and mutual funds in discretionary accounts, with Schwab as a primary custodian. Recognized by USA TODAY/Statista as a Best Financial Advisory Firm (2024) and with advisors earning Five Star Wealth Manager awards (2025–2026).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN NORMAN CORRIVEAU
Financial Planner, Managing Member, Managing Partner
- CRD
- #1806721
- Ownership
- 25% but less than 50%
DEREK DOMOON DOO
Managing Member
- CRD
- #4456911
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Nolan Robert Beattie
Financial Advisor
- CRD
- #7595096
Connor Joseph Morenzi
--
- CRD
- #6631987
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $859,629,575 | $267,964 |
| Non-Discretionary | $0 | -- |
| Total | $859,629,575 | $267,964 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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