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Wealth Management Partners, LLC

● SEC registered since 2020CRD 309790SEC# 801-119566Tucson, AZ
Export (members)
Reg. AUM
$667M
Employees
9
Accounts
2,085
Location
Tucson, AZ

Wealth Management Partners, LLC assets under management

Wealth Management Partners, LLC operates as an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2020. It reports $667 million in regulatory assets under management and employs 9 people.
www.facebook.com/wealthmanagementpartnersllcView on SEC.gov ↗

Wealth Management Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Hollie Elizabeth Butler ControlChief Compliance OfficerUnder 5%2022
Morgan Troy Brown ControlCo-Founder50-75%2020
Thomas Joseph Curtis ControlCo-Founder50-75%2020

Frequently asked questions

How much does Wealth Management Partners, LLC manage?

Wealth Management Partners, LLC reports $667 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Partners, LLC have?

Wealth Management Partners, LLC reports 9 employees.

Where is Wealth Management Partners, LLC located?

Wealth Management Partners, LLC is based in Tucson, AZ and has been SEC-registered since 2020.

Does Wealth Management Partners, LLC disclose fund performance?

Wealth Management Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1980 E River Road, Suite 120, Tucson, AZ 85718
Phone520-297-7999
Office hours6:30 a.m. - 4 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1843294
Discloses disciplinary historyNo

Assets under management

Discretionary$642.4M
Non-discretionary$24.6M
Total (RAUM)$667M