# Wealth Partners, Inc.

> Wealth Partners, Inc. is a state-registered investment advisory firm, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 132115
- Filed as: WEALTH PARTNERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132115
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-partners-inc-132115

## Quick answers

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

**Is Wealth Partners, Inc. registered with the SEC or a state?**
Wealth Partners, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132115.

**How much does Wealth Partners, Inc. manage?**
Wealth Partners, Inc. reports $737,688 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**Does 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/132115

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $737,688
- Discretionary: $737,688
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $737,688 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mywealthpartner.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Partners, Inc. (CRD 132115): Form ADV filing data as of October 2026.