WEALTHTECH PARTNERS LLC

301 N Lake Ave
Suite 830
Pasadena, California 91101
Tel: 866-528-3660

About WEALTHTECH PARTNERS LLC

WEALTHTECH PARTNERS LLC, formally registered with the SEC as WEALTHTECH PARTNERS LLC. The firm was established in 08/06/2021. They have over 3 offices throughout the country.

WEALTHTECH PARTNERS LLC is a Pasadena, California based Financial Planning firm with nearly $115,190,534 assets under management, offering retirement planning & investment advisory services to 670 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315746
SEC#	801-122031
Assets Managed by Firm	$115,190,534
No. of Clients	670
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	670	$115,190,534
Individuals (other than high net worth individuals)	256	$45,233,445
High net worth individuals	31	$58,944,082

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