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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Management Partners LLC
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| CRD # | 309790 |
| SEC # | 801-119566 |
| CIK # | 0001843294, 0001335851 |
| AUM | $667.0 M (2025-07-07) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 520-297-7999 |
| Address | 1980 E River Road Tucson, AZ 85718 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 133.6 | ||
| Microsoft Corp | 106.9 | ||
| Apple Inc | 99.7 | ||
| Amazon Com Inc | 65.1 | ||
| Alphabet Inc | 57.7 | ||
| VISA Inc | 53.4 | ||
| J P Morgan Chase & Co | 45.6 | ||
| Costco Wholesale Corp /NEW | 33.2 | ||
| Goldman Sachs Group Inc | 30.5 | ||
| AbbVie Inc | 27.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 480 | 173.9 |
| (b) Individuals (high net worth individuals) | 163 | 468.5 |
| (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 | 11 | 24.6 |
| (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 | 2,085 | 667.0 |
| By Discretionary | ||
| Discretionary | 2,074 | 642.4 |
| Non-Discretionary | 11 | 24.6 |
| Total | 2,085 | 667.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.3 | |
| United States Persons | 657.7 | |
| Total | 2,085 | 667.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001335851] | |
| 13F-HR | [0001843294] |
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|---|---|---|
|
DMKC Advisory Services LLC
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IA | 0.7 |
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Meadow Creek Wealth Advisors LLC
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GA | 0.7 |
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Havenshare Financial LLC
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0.7 | |
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Global Financial Private Client LLC
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FL | 0.7 |
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Wealth Advisory Group Inc
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PA | 0.7 |
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Perennial Advisors LLC
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NY | 0.7 |
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Gitterman Wealth Management LLC
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NJ | 0.7 |
|
Carderock Capital Management Inc
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MD | 0.7 |
|
Smithbridge Asset Management Inc
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PA | 0.7 |
|
EagleClaw Capital Management LLC
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MA | 0.7 |