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 adviser formed in 2020 and organized as an LLC with individual ownership. The firm serves both individual/family clients and institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not described as a multi-state capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 10
Morgan Brown
Managing PartnerCRD 4320640
Laura Barnard
Senior Wealth AdvisorCRD 6482459
Albert Brown
Registered AssociateCRD 4614503
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
Similar firms
Financial Directions LLC
RIATucson, AZ
SEM Wealth Management
RIATucson, AZ
Ironwood Financial, LLC
RIATucson, AZ
Cambridge Financial Group, LLC
RIATucson, AZ
GR Financial Group, LLC
RIATucson, AZ
Nova Financial Services
RIATucson, AZ