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Home > Retirement Planners > california > pasadena > WEALTHTECH PARTNERS LLC
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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