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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 $667,042,692 assets under management, offering retirement planning & investment advisory services to 2085 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309790 |
| SEC# | 801-119566 |
| Assets Managed by Firm | $667,042,692 |
| No. of Clients | 2085 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2085 | $667,042,692 |
| Individuals (other than high net worth individuals) | 480 | $173,902,571 |
| High net worth individuals | 163 | $468,493,363 |
| Pension and profit sharing plans | 11 | $24,646,758 |
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