WEALTH MANAGEMENT PARTNERS, LLC

WEALTH MANAGEMENT PARTNERS, LLC of TUCSON, AZ is an SEC-registered investment adviser (CRD 309790). Regulatory assets under management: $793.5M.

Registration

• CRD: 309790
• SEC file number: 801-119566
• Type: Registered investment adviser
• Location: 1980 E RIVER ROAD, SUITE 120, TUCSON, AZ, 85718
• Phone: 520-297-7999
• Latest filing: 2026-02-03
• Regulatory AUM: $793.5M
• Discretionary AUM: $764.1M
• Non-discretionary AUM: $29.4M
• Clients: 8
• Accounts: 2,270

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309790 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search