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ETF PORTFOLIO PARTNERS, INC.

LEAWOOD, KS · CRD 128366 · IAPD ↗ · etfpp.com · 913-851-1100

$431.1MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
8States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — ETF PORTFOLIO PARTNERS, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
August 2025 — ETF PORTFOLIO PARTNERS, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — ETF PORTFOLIO PARTNERS, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — ETF PORTFOLIO PARTNERS, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2024 — ETF PORTFOLIO PARTNERS, INC. notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2024 — ETF PORTFOLIO PARTNERS, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.