WEALTH MANAGEMENT PARTNERS, LLC

Company Profile

As of Date 09/22/2026
ADV Location United States, AZ
Websites
AUM* 793,517,960 37%
of that, discretionary 764,089,270 37%
Number of Employees 9
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 349,567 26%
High Net Worth 24.16% -13%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

764M 655M 546M 437M 327M 218M 109M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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