# MD Wealth Partners, Inc

> MD Wealth Partners, Inc is a state-registered investment advisory firm in Westlake Village, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 159131
- Filed as: MD WEALTH PARTNERS, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159131
- AdvisorCensus page: https://advisorcensus.com/firm/md-wealth-partners-inc-westlake-village-ca-159131

## Quick answers

**How is MD Wealth Partners, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), MD Wealth Partners, Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is MD Wealth Partners, Inc located?**
MD Wealth Partners, Inc's principal office is in Westlake Village, CA, according to its Form ADV.

**Is MD Wealth Partners, Inc registered with the SEC or a state?**
MD Wealth Partners, Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159131.

**How much does MD Wealth Partners, Inc manage?**
MD Wealth Partners, Inc reports $60,011,160 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary).

**What types of clients does MD Wealth Partners, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (21); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does MD Wealth Partners, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159131

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $60,011,160
- Discretionary: $0
- Non-discretionary: $60,011,160

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $16,584,961 |
| High net worth individuals | 21 | $40,939,237 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,916,757 |
| Charitable organizations | 1 | $525,318 |
| Corporations or other businesses not listed above | 1 | $44,887 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mdwealthpartners.com
- LinkedIn @markwendell

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MD Wealth Partners, Inc (CRD 159131): Form ADV filing data as of October 2026.