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MD WEALTH PARTNERS, INC
MD WEALTH PARTNERS INC.
CRD 159131
4550 EAST THOUSAND OAKS BLVD., SUITE 150, WESTLAKE VILLAGE, CA, 91362, United States
Phone
805-230-1908
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $16.6M |
| High net worth individuals | 21 | $40.9M |
| Pension/profit sharing plans | 3 | $1.9M |
| Charitable organizations | 1 | $525K |
| Corporations/business entities | 1 | $45K |
All web addresses on file
Official SEC filing: View on IAPD