Financial Partners, LLC
● SEC registered since 2017CRD 170002SEC# 801-110092Santa Fe, NM
Reg. AUM
$181.7M
Employees
4
Accounts
268
Location
Santa Fe, NM
Financial Partners, LLC assets under management
Financial Partners, LLC operates as an SEC-registered investment adviser based in Santa Fe, NM. The firm has been registered since 2017. It reports $181.7 million in regulatory assets under management and employs 4 people.
Financial Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Denise Marie Gonzales | Owner | 5-10% | 2026 |
| Gregory A Myers Control | Partner | 25-50% | 2024 |
| Peter Denis Murphy Control | Managing Member | 25-50% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Financial Partners, LLC manage?
Financial Partners, LLC reports $181.7 million in regulatory assets under management on its Form ADV.
How many employees does Financial Partners, LLC have?
Financial Partners, LLC reports 4 employees.
Where is Financial Partners, LLC located?
Financial Partners, LLC is based in Santa Fe, NM and has been SEC-registered since 2017.
Does Financial Partners, LLC disclose fund performance?
Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 613 Old Santa Fe Trail, Santa Fe, NM 87505 |
| Phone | 505-795-7910 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$181.7M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$181.7Mregulatory AUM
Discretionary $181.7M