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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between December 15, 2025 and August 11, 2026, reported AUM increased 31.3%, from $654.8M to $859.6M.
Across 5 reported observations, AUM increased 80.1% between June 17, 2022 and August 11, 2026, from $477.2M to $859.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 1,853 clients, or 370.6 clients per representative. That equates to $463.9K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on August 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Vehicles
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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
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| 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
SMA allocation detail is available
Wealthcare Investment Partners LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Wealthcare Investment Partners LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.