Wealth Management Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated February 3, 2026, reports $794M in regulatory assets under management, 8 employees, and 2,270 accounts.
Assets Under Management
$794M
Employees
8
Offices
--
Total Clients
799
Primary office
TUCSON, AZ
1980 E RIVER ROAD, SUITE 120, TUCSON, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
594
2
HNWI
24.2%
193
3
Pension Plans
1.5%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$794Mas of February 3, 2026
Discretionary96.3%
$764M
96% of total RAUM96.3%
Non-discretionary3.7%
$29M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$794M
Total Accounts2,270
10Y AUM Change+$794M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee100:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.