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Wealth Management Partners, LLC

EST. AUM
$793,517,960

CONTACTS

CLIENT ACCOUNTS
2,270

Firm Details

Metro area Tucson
CRD Number 309790
Website wmpaz.com
Client types

Overview

Wealth Management Partners, LLC is an independent, fee-based registered investment adviser (RIA) headquartered in Tucson, Arizona. Founded in 2004 and operating as a fiduciary, the firm provides holistic wealth management services to individuals, high-net-worth families, and retirement plan sponsors. Their investment philosophy centers on a disciplined, team-based approach that integrates discretionary portfolio management with personalized financial planning, tax strategy, and risk mitigation. The firm utilizes a mix of fundamental, quantitative, and charting analysis to construct diversified portfolios primarily composed of low-cost ETFs and institutional mutual funds (such as Avantis and Vanguard) to capture market returns while managing risk through strategic asset allocation.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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