# Theta Wealth Partners

> Theta Wealth Partners is a state-registered investment advisory firm in Chicago, IL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 339241
- Filed as: THETA WEALTH PARTNERS
- Legal name: Theta Wealth Partners LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339241
- AdvisorCensus page: https://advisorcensus.com/firm/theta-wealth-partners-chicago-il-339241

## Quick answers

**How is Theta Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Theta Wealth Partners reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Theta Wealth Partners located?**
Theta Wealth Partners' principal office is in Chicago, IL, according to its Form ADV.

**Is Theta Wealth Partners registered with the SEC or a state?**
Theta Wealth Partners is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339241.

**How much does Theta Wealth Partners manage?**
Theta Wealth Partners reports $0 in regulatory assets under management in its Form ADV filing dated July 31, 2026.

**Does Theta Wealth Partners 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/339241

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Theta Wealth Partners (CRD 339241): Form ADV filing data as of October 2026.