Wealth Management Partners, LLC
Firm details
- Headquarters
- Tucson, Arizona
- CRD number
- 309790
- Registered since
- October 1, 2020
- Website
- www.wmpaz.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.36%
- Individuals19.93%
- Pension & Profit Sharing Plans3.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wealth Management Partners, LLC is an independent registered investment advisor that provides financial planning and portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. The firm, formed as an LLC and registered with the SEC in 2020, bills clients using asset-based fees as well as hourly and fixed-fee arrangements. It does not operate as a capital allocator; rather, it advises and implements client portfolios across public markets and selected third‑party alternative managers. Stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities21%
- US Government Bonds14%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds1%
Contacts
3 of 8Kristi Thompson
Client Services AssociateCRD 7726713
Thomas Curtis
Managing Partner and Financial AdvisorCRD 2456332
Gregory Bryson
Financial AdvisorCRD 2027577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$248M in ETFs
62%
$153M
33%
$95.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF (AVNM) | Avantis | Active | Foreign Large Blend | $31.6M | 384,167 | 12.76% |
Location
Tucson, AZ
Pima
Location
Tucson, AZ
Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 1980 E River Rd
- Time zone
- MT (UTC-7)
- Office locations
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