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FINANCIAL PARTNERS, LLC

SANTA FE, NM · CRD 170002 · IAPD ↗ · financialpartnersnm.com · 505-795-7910

$181.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — FINANCIAL PARTNERS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — FINANCIAL PARTNERS, LLC now reports custody of client assets ($950,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
April 2025 — FINANCIAL PARTNERS, LLC changed its website from fprrs.com to financialpartnersnm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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