Wealth Management Partners, LLC
● SEC registered since 2020CRD 309790SEC# 801-119566Tucson, AZ
Reg. AUM
$793.5M
Employees
8
Accounts
2,270
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 $793.5 million in regulatory assets under management and employs 8 people.
Wealth Management Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hollie Elizabeth Butler Control | Chief Compliance Officer | Under 5% | 2022 |
| Morgan Troy Brown Control | Co-Founder | 50-75% | 2020 |
| Thomas Joseph Curtis Control | Co-Founder | 50-75% | 2020 |
Frequently asked questions
How much does Wealth Management Partners, LLC manage?
Wealth Management Partners, LLC reports $793.5 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Partners, LLC have?
Wealth Management Partners, LLC reports 8 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
| Address | 1980 E River Road, Suite 120, Tucson, AZ 85718 |
| Phone | 520-297-7999 |
| Office hours | 6:30 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1843294 |
| Discloses disciplinary history | No |
Regulatory AUM
$793.5M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$793.5Mregulatory AUM
Discretionary $764.1MNon-discretionary $29.4M