WEALTH PARTNERS, INC.

WEALTH PARTNERS, INC. is an SEC-registered investment adviser (CRD 132115). Regulatory assets under management: $738K.

Registration

• CRD: 132115
• Type: Registered investment adviser
• Phone: 770-301-6017
• Latest filing: 2026-04-01
• Regulatory AUM: $738K
• Discretionary AUM: $738K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132115 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search