Wealth Management Partners LLC

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Assets, Funds, Holdings

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Wealth Management Partners LLC
CRD #309790
SEC #801-119566
CIK #0001843294, 0001335851
AUM $578.3 MM (2024-03-22)
Employees 8 (75% Investors, 0% Brokers)
Phone520-297-7999
Address1980 E River Road
Tucson, AZ 85718
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 126.4
MSFT 1,918,222.4 118.1
NVDA 399,550.0 117.7
GOOGL 1,475,138.5 78.4
AMZN 1,092,997.8 71.2
V 419,260.5 51.7
JPM 340,169.2 46.0
MRK 232,371.9 42.2
TMO 209,733.6 42.0
GOOG 1,482,566.4 36.1
View All
Holdings by Sector ($MM)
90072054036018002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 484 100.9
(b) Individuals (high net worth individuals) 201 440.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 36 37.4
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,003 578.3
By Discretionary
Discretionary 1,992 556.9
Non-Discretionary 11 21.4
Total 2,003 578.3
By Non-United States Persons
Non-United States Persons 7.1
United States Persons 571.2
Total 2,003 578.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001335851]
13F-HR [0001843294]
Comparable Firms State AUM ($BB)
Wealth Advisory Group Inc
PA 0.6
Clarity Capital KCPS Ltd
0.6
Tilson Financial Group Inc
NJ 0.6
Breakwater Capital Group
NJ 0.6
Grant Street Asset Management Inc
PA 0.6
Promethos Capital LLC
MA 0.6
Sunburst Financial Group LLC
AL 0.6
Ratio Wealth Group LLC
CO 0.6
Global Financial Group Advisors LLC
MI 0.6
GF International Investment Management Limited
0.6
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