WEALTH ANALYTICS PARTNERS, LLC

Overview

Wealth Analytics Partners, LLC is an independent registered investment adviser that has provided advisory services since 2006. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses and larger institutions. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees, allowing flexibility for both ongoing advisory relationships and project-based engagements. Investment activity centers on pooled public vehicles—mutual funds and other public funds are the dominant building blocks of client portfolios—supplemented by corporate debt exposures and selective private placements. The firm does not present itself as a capital allocator or pension consultant and is not branded as an active ESG investor. Custody choices and account structuring indicate a model that favors third-party custodial platforms for trading and administration while the firm focuses on portfolio construction and ongoing advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices