AdvisorCensus / Financial advisors / Florida / Miami / WLT Partners
WLT Partners is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.
Quick answers
From the filingHow is WLT Partners compensated?
On its Form ADV (Item 5.E, October 2026), WLT Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
Where is WLT Partners located?
WLT Partners' principal office is in Miami, FL, according to its Form ADV.
Is WLT Partners registered with the SEC or a state?
WLT Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339994.
How much does WLT Partners manage?
WLT Partners reports $104,287,165 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).
What types of clients does WLT Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (31); corporations or other businesses not listed above (11); other (3).
Which custodians does WLT Partners use?
WLT Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley as a custodian holding 10% or more of its separately managed account assets.
Does WLT Partners 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/339994
What changed in WLT Partners' recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $0 to $104,287,165. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated July 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$104,287,165 as of October 2026, filing dated July 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- WLT Partners Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $0 to $104,287,165.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. WLT Partners (CRD 339994): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wlt-partners-miami-fl-339994