Derek Domoon Doo
Financial advisor at Wealthcare Investment Partners LLC · Smithfield, RI
Last updated 2026-10-10
Claim your profileDerek Domoon Doo is a financial advisor at Wealthcare Investment Partners LLC in Smithfield, RI, CRD 4456911. Licenses and exams on the registration: Series 66. IAPD registration began 2002-08-01.
Registration
- CRD number
- 4456911
- Registration status
- Active
- IAPD registration
- 2002-08-01
- Industry Experience
- 24 years
- Work Experience
- 21 years
- States registered
- RI, TX
Licenses and exams
- Series 66
Work history
- 2005-02 to 2020-06 · Lpl Financial LLC · Providence, RI
- 2020-06 to Present · Wealthcare Investment Partners, LLC · Smithfield, RI
- 2020-07 to Present · Private Client Services · Smithfield, RI
Current employment
- Wealthcare Investment Partners LLC · Portsmouth, RI
Wealthcare Investment Partners LLC
- Regulatory AUM
- $859,629,575
- Registered advisors
- 6
- Offices
- 2
- Clients per advisor
- 308.8 (Very high)
- Average AUM per client
- $463.9K (Low)
- High-net-worth client ratio
- 24.9% (Moderate)
Wealthcare Investment Partners LLC: advisors, services and reported ETF investments
About
Derek Domoon Doo is a financial advisor at Wealthcare Investment Partners LLC in Smithfield, RI. Reported securities licenses include Series 66. The latest record indicates 24 years of industry experience and 21 years of reported work history. Reported roles include Private Client Services, Lpl Financial LLC.
SEC disclosures list additional business and community activities: 1) Wealthcare Investment Partners: 609 douglas pike, smithfield, ri 02917; Registered investment advisor - life insurance.
Wealthcare Investment Partners LLC's firm-level Form ADV reports 6 advisors across 2 offices; approximately 308.8 clients per advisor, average assets per client of $463,912, and regulatory AUM of $859.6M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $355.9M across 137 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Derek Domoon Doo personally.
Reported ETF positions
Wealthcare Investment Partners reports 137 ETF positions worth $355.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $33.1M |
| FVD — First Trust VL Dividend | $15.4M |
| CGGR — Capital Group Growth ETF | $14.1M |
| ITA — iShares U.S. Aerospace & Defense ETF | $12.6M |
| CGDV — Capital Group Dividend Value ETF | $12.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Wealthcare Investment Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $12.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $12.3M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $2.3M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $269.8K | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Wealthcare Investment Partners LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
Location
690 Douglas Pike, Smithfield, RI 02917
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (401) 682-2335
- Website: wcipllc.com
Official record
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