Propartners Wealth

Overview

Propartners Wealth is an independent, Missouri-registered wealth adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, positioning itself as a capital allocator that combines fee-based portfolio management with financial planning and selection of third-party managers. Its fee schedule includes percentage-of-AUM billing alongside fixed-fee arrangements. Advisory services listed on filings include financial planning, portfolio management for individuals and small businesses, pension consulting, and recommending or selecting other advisers. The firm also engages in other financial product sales and maintains an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices