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| Wealth Management Partners LLC
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| CRD # | 309790 |
| SEC # | 801-119566 |
| CIK # | 0001335851, 0001843294 |
| AUM | 793.5 M (2026-02-03) |
| Employees | 8 (75% 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) | |
|---|---|---|---|
| Apple Inc | 108.7 | ||
| Nvidia Corp | 101.2 | ||
| Alphabet Inc | 86.5 | ||
| Microsoft Corp | 74.6 | ||
| Amazon Com Inc | 57.6 | ||
| J P Morgan Chase & Co | 44.4 | ||
| Visa Inc | 41.8 | ||
| Merck & Co Inc | 37.2 | ||
| Alphabet Inc | 33.8 | ||
| Chevron Corp | 33.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 594 | 158.2 |
| (b) Individuals (high net worth individuals) | 193 | 605.9 |
| (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 | 12 | 29.4 |
| (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 | 2,270 | 793.5 |
| By Discretionary | ||
| Discretionary | 2,258 | 764.1 |
| Non-Discretionary | 12 | 29.4 |
| Total | 2,270 | 793.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.7 | |
| United States Persons | 781.8 | |
| Total | 2,270 | 793.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001335851] | |
| 13F-HR | [0001843294] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NJ | 796.0 M |
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Brady Martz Wealth Solutions LLC
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ND | 795.3 M |
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Hurlow Wealth Management Group Inc
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IN | 794.4 M |
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BHK Investment Advisors LLC
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AL | 794.1 M |
|
Fortress Wealth Planning LLC
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FL | 793.9 M |
|
Clayton Financial Group LLC
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MO | 793.8 M |
|
Ackerman Asset Management LLC
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|
793.5 M | |
|
Centric Wealth Management LLC
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IL | 792.9 M |
|
XP Advisory US Inc
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FL | 792.3 M |
|
The Wealth Collaborative Inc
✚
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CA | 791.6 M |