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WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790 · SEC 801-119566
1980 E RIVER ROAD, SUITE 120, TUCSON, AZ, 85718, United States
Phone
520-297-7999
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$793.5M
Discretionary AUM
$764.1M
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 594 | $158.2M |
| High net worth individuals | 193 | $605.9M |
| Pension/profit sharing plans | 12 | $29.4M |
States served
AZ, CA, CO, NE, NV, NJ, NY, OR, PA, UT, VA, WA, TX, FL
All web addresses on file
- https://www.facebook.com/WealthManagementPartnersLlc/
- https://www.linkedin.com/company/wealth-management-partners-usa
- https://www.wmpaz.com/
- https://www.linkedin.com/in/tom-curtis-494b521/
- https://www.linkedin.com/in/lauraabarnard/
- https://www.linkedin.com/in/kristi-thompson-44177098/
- https://www.linkedin.com/in/morgan-brown-61063679/
Official SEC filing: View on IAPD