Wealth Management Partners LLC

Overview

Wealth Management Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advising individual and family clients and operates as a capital allocator, directing client capital to outside managers and investments rather than predominantly managing discretionary portfolios in-house. Its business mix includes insurance brokerage alongside advisory services such as financial planning, pension consulting and the selection of other advisers. Fee arrangements include fixed fees and unspecified other fee structures. The firm is not an active ESG investor and is not registered as a multi-state adviser.

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Location & Offices