← Tributary

WMK INVESTMENT PARTNERS

· CRD 309832 · IAPD ↗ · wmkinvestmentpartners.com · (818) 804-1508

$211.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
August 2026 — WMK INVESTMENT PARTNERS notice-filed in AZ, CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2026 — WMK INVESTMENT PARTNERS notice-filed in NE, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — WMK INVESTMENT PARTNERS reported RAUM up 63% ($129.3M -> $211.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
January 2026 — WMK INVESTMENT PARTNERS (location n/a) is newly SEC-registered with $129.3M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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