# Wealth Management Partners, LLC

> Wealth Management Partners, LLC is an SEC-registered investment advisory firm in Tucson, AZ, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 309790
- Filed as: WEALTH MANAGEMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309790
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-partners-llc-tucson-az-309790

## Quick answers

**How is Wealth Management Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wealth Management Partners, LLC located?**
Wealth Management Partners, LLC's principal office is in Tucson, AZ, according to its Form ADV.

**Is Wealth Management Partners, LLC registered with the SEC or a state?**
Wealth Management Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309790.

**How much does Wealth Management Partners, LLC manage?**
Wealth Management Partners, LLC reports $793,517,960 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (96% discretionary).

**How have Wealth Management Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealth Management Partners, LLC: Regulatory assets under management: $440,000,000 in the October 2021 data and $793,517,960 in the October 2026 data, up 80%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Management Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (594); high net worth individuals (193); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Wealth Management Partners, LLC use?**
Wealth Management Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Management Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309790

**What changed in Wealth Management Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 7 to 6. Regulatory assets under management went from $667,042,692 to $793,517,960 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $793,517,960
- Discretionary: $764,089,270
- Non-discretionary: $29,428,690

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 594 | $158,168,833 |
| High net worth individuals | 193 | $605,920,437 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $29,428,690 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NE, NJ, NV, NY, OR, PA, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wmpaz.com
- Facebook @WealthManagementPartnersLlc
- LinkedIn @wealth-management-partners-usa
- LinkedIn @kristi-thompson-44177098
- LinkedIn @lauraabarnard
- LinkedIn @morgan-brown-61063679
- LinkedIn @tom-curtis-494b521

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $440,000,000 | 7 | September 24, 2021 |
| October 2022 | $575,105,450 | 8 | March 1, 2022 |
| October 2023 | $514,335,508 | 8 | January 31, 2023 |
| October 2024 | $578,314,905 | 8 | September 11, 2024 |
| October 2025 | $667,042,692 | 9 | July 7, 2025 |
| October 2026 | $793,517,960 | 8 | September 22, 2026 |

Regulatory assets under management: $440,000,000 in the October 2021 data and $793,517,960 in the October 2026 data, up 80%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $667,042,692 to $793,517,960 (+19%).

### January 2026
- No longer registered or notice-filed in KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Partners, LLC (CRD 309790): Form ADV filing data as of October 2026.