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Home > Retirement Planners > arizona > tucson > WEALTH MANAGEMENT PARTNERS, LLC
WEALTH MANAGEMENT PARTNERS, LLC
1980 E River Road
Suite 120
Tucson, Arizona 85718
Tel: 520-297-7999
About WEALTH MANAGEMENT PARTNERS, LLC
WEALTH MANAGEMENT PARTNERS, LLC, formally registered with the SEC as WEALTH MANAGEMENT PARTNERS, LLC. The firm was established in 10/01/2020. They have over 1 offices throughout the country.
WEALTH MANAGEMENT PARTNERS, LLC is a Tucson, Arizona based Financial Planning firm with nearly $514,335,508 assets under management, offering retirement planning & investment advisory services to 1907 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 309790 |
| SEC# | 801-119566 |
| Assets Managed by Firm | $514,335,508 |
| No. of Clients | 1907 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1907 | $514,335,508 |
| Individuals (other than high net worth individuals) | 501 | $116,492,379 |
| High net worth individuals | 174 | $370,433,573 |
| Pension and profit sharing plans | 36 | $27,409,556 |
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