# 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.

- CRD: 339994
- Filed as: WLT PARTNERS
- Legal name: WLT Partners Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339994
- AdvisorCensus page: https://advisorcensus.com/firm/wlt-partners-miami-fl-339994

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley

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: $104,287,165
- Discretionary: $104,287,165
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $478,667 |
| High net worth individuals | 31 | $49,722,328 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $1,679,333 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 11 | $44,895,027 |
| Other | 3 | $7,511,810 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WLT Partners (CRD 339994): Form ADV filing data as of October 2026.