Wealth Management Partners, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Manchester Center, Vermont
CRD number
142223
Fee structure
Other

Firm profile

FINTRX

Overview

Wealth Management Partners, LLC is an institutional registered investment adviser organized as a limited liability company and registered in Vermont. The firm is privately owned by an individual and operates as a wealth management/advisory practice. Its public profile lists a nonstandard fee approach (reported as "Other") rather than the typical asset‑based or commission models. The firm lists an industry affiliation with accounting professionals, indicating coordination with tax or accounting resources may be part of how it serves clients. It does not present itself as an ESG‑focused allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Lee Spivey

    Lee Spivey

    PrincipalCRD 3143532

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Manchester Center, VT

Bennington

Location

Manchester Center, VT

Headquartered in Manchester Center, VT, in the Northeast of the United States.

Region
Northeast
County
Bennington
Address
3868 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth