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WEALTH MANAGEMENT PARTNERS, LLC

TUCSON, AZ · CRD 309790 · IAPD ↗ · 520-297-7999

$793.5MRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2025 — WEALTH MANAGEMENT PARTNERS, LLC notice-filed in NV, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — WEALTH MANAGEMENT PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2024 — WEALTH MANAGEMENT PARTNERS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
47
February 2024 — WEALTH MANAGEMENT PARTNERS, LLC notice-filed in PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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