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Wlt Partners Inc.

● SEC registered since 2026CRD 339994SEC# 801-135681Miami, FL
Export (members)
Reg. AUM
$104.3M
Employees
3
Accounts
48
Location
Miami, FL

Wlt Partners Inc. assets under management

Wlt Partners Inc. operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2026. It reports $104.3 million in regulatory assets under management and employs 3 people.

Wlt Partners Inc. owners & executives

9 reported
NameTitleOwnershipSince
Alejandra Nmn Perez Verdia ControlCcoUnder 5%2025
Jagl Investments, LP ControlMember50-75%2025
Jesus Santiago Taladrid Hernandez ControlCeoUnder 5%2025
Jose Alberto Galvan ControlCioUnder 5%2025
Tala, LP ControlMember50-75%2025
Jesus Santiago Taladrid Hernandez ControlTrustee2025
Jose Alberto Galvan Lopez ControlTrustee2025
The Jagl Trust ControlOwnerOver 75%2025
The Sata Trust ControlOwnerOver 75%2025

Frequently asked questions

How much does Wlt Partners Inc. manage?

Wlt Partners Inc. reports $104.3 million in regulatory assets under management on its Form ADV.

How many employees does Wlt Partners Inc. have?

Wlt Partners Inc. reports 3 employees.

Where is Wlt Partners Inc. located?

Wlt Partners Inc. is based in Miami, FL and has been SEC-registered since 2026.

Does Wlt Partners Inc. disclose fund performance?

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

Contact & registration

Address1395 Brickell Avenue, Suite 800, Miami, FL 33131
Phone305 200-8877
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

How this firm compares

Regulatory AUMTop 92%
Larger than 8% of 16,306 advisers
EmployeesTop 77%
More than 23% of 16,824 advisers

Assets under management

$104.3Mregulatory AUM
Discretionary $104.3M