WEALTH MANAGEMENT PARTNERS, LLC

Overview

Wealth Management Partners, LLC is an independent registered investment adviser that serves individuals, families and institutional clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges a blend of percentage-of-AUM, hourly and fixed fees and operates as an adviser rather than a capital allocator, which means it relies on third-party managers for alternative exposures and external fund solutions. Investment activity leans toward public funds and mutual funds as the core building blocks of client portfolios, with a meaningful allocation to ETFs. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser. Custody is concentrated; Raymond James & Associates, Inc. holds the bulk of client assets, which points to a centralized custody and reporting arrangement supporting discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices