Hedge Fund Database

WEALTH MANAGEMENT PARTNERS, LLC

Adviser information for WEALTH MANAGEMENT PARTNERS, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Arizona, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,992 $556.9M
Non-Discretionary 11 $21.4M
Total 2,003 $578.3M

Clients

Type Number RAUM
Individuals 484 $100.9M
HNW Individuals 201 $440.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 36 $37.4M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-119566
SEC ERA File Number 801-119566
SEC CIK Numbers 1843294
SEC CRD Numbers 309790
Legal Entity Identifier None

Principal Office

1980 E RIVER ROAD
SUITE 120
TUCSON
AZ
United States
Monday - Friday, 6:30 AM - 4 PM
Tel: 520-297-7999, Fax: None

Websites

www.facebook.com/wealthmanagementpartnersllc/ www.linkedin.com/company/wealth-management-partners-usa www.wmpaz.com/ www.linkedin.com/in/tom-curtis-494b521/ www.linkedin.com/in/morgan-brown-61063679/ www.linkedin.com/in/lauraabarnard/ www.linkedin.com/in/kristi-thompson-44177098/

Chief Compliance Officer

HOLLIE BUTLER
CLIENT SERVICES MANAGER
1980 E RIVER ROAD
SUITE 120
TUCSON
AZ
United States
Tel: 520-297-7999
(Full email address available in API data)

Regulatory Contact

THOMAS CURTIS
CO-FOUNDER
1980 E RIVER ROAD
SUITE 120
TUCSON
AZ
United States
Tel: 520-917-1168
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BROWN, MORGAN, TROY Individual – CO-FOUNDER 10/2020 50-75%
CURTIS, THOMAS, JOSEPH Individual – CO-FOUNDER 10/2020 50-75%
BUTLER, HOLLIE, ELIZABETH Individual – CHIEF COMPLIANCE OFFICER 01/2022 < 5%

No. Employees, Historic

10502020202120222023202420255 on 9/1/20205 on 9/25/20205 on 10/2/20205 on 10/9/20205 on 11/20/20205 on 12/15/20207 on 1/28/20217 on 7/2/20217 on 7/8/20217 on 9/24/20217 on 1/7/20228 on 3/1/20228 on 11/9/20228 on 1/31/20238 on 1/30/20248 on 3/22/20248 on 3/22/2024

RAUM, Historic

600M300M02020202120222023202420250 on 9/1/20200 on 9/25/20200 on 10/2/20200 on 10/9/20200 on 11/20/20200 on 12/15/2020440000000 on 1/28/2021440000000 on 7/2/2021440000000 on 7/8/2021440000000 on 9/24/2021440000000 on 1/7/2022575105450 on 3/1/2022575105450 on 11/9/2022514335508 on 1/31/2023578314905 on 1/30/2024578314905 on 3/22/2024578314905 on 3/22/2024

No. Clients, Historic

80040002020202120222023202420250 on 9/1/20200 on 9/25/20200 on 10/2/20200 on 10/9/20200 on 11/20/20200 on 12/15/2020577 on 1/28/2021577 on 7/2/2021577 on 7/8/2021577 on 9/24/2021577 on 1/7/2022653 on 3/1/2022653 on 11/9/2022711 on 1/31/2023721 on 1/30/2024721 on 3/22/2024721 on 3/22/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 229K 2K –
ABBVIE INC COM 745K 4K –
ADOBE INC COM 359K 647 –
ADVANCED MICRO DEVICES INC COM 2M 10K –
ALLSTATE CORP COM 210K 1K –
ALPHABET INC CAP STK CL A 649K 4K –
ALPHABET INC CAP STK CL C 4M 19K –
AMAZON COM INC COM 6M 30K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 6M 93K –
AMERICAN CENTY ETF TR US EQT ETF 1M 15K –
AMERICAN EXPRESS CO COM 282K 1K –
APPLE INC COM 12M 56K –
APPLIED MATLS INC COM 2M 10K –
ARK ETF TR AUTNMUS TECHNLGY 1M 25K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 672K 2K –
BLOCK INC CL A 229K 4K –
BOEING CO COM 309K 2K –
BROADCOM INC COM 2M 1K –
CAMBRIA ETF TR SHSHLD YIELD ETF 448K 7K –
CATERPILLAR INC COM 1M 4K –
CHEVRON CORP NEW COM 2M 14K –
CISCO SYS INC COM 284K 6K –
CLOUDFLARE INC CL A COM 301K 4K –
COSTCO WHSL CORP NEW COM 3M 3K –
CVS HEALTH CORP COM 226K 4K –
DEVON ENERGY CORP NEW COM 288K 6K –
DUTCH BROS INC CL A 532K 13K –
ELI LILLY & CO COM 1M 1K –
EXXON MOBIL CORP COM 4M 33K –
FIRST TR EXCHANGE-TRADED ALP MID CP GR ALPH 3M 36K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 7M 34K –
FIRST TR MULTI CAP GROWTH AL COM SHS 3M 22K –
FLUOR CORP NEW COM 241K 6K –
FORD MTR CO DEL COM 190K 15K –
FREEPORT-MCMORAN INC CL B 843K 17K –
GILEAD SCIENCES INC COM 247K 4K –
GOLDMAN SACHS GROUP INC COM 408K 902 –
HOME DEPOT INC COM 2M 6K –
ILLINOIS TOOL WKS INC COM 237K 1K –
INTUIT COM 419K 637 –
INTUITIVE SURGICAL INC COM NEW 865K 2K –
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 6M 63K –
INVESCO QQQ TR UNIT SER 1 19M 39K –
ISHARES GOLD TR ISHARES NEW 9M 199K –
ISHARES TR CORE MSCI EAFE 741K 10K –
ISHARES TR CORE S&P MCP ETF 1M 21K –
ISHARES TR CORE S&P SCP ETF 3M 27K –
ISHARES TR CORE S&P TTL STK 208K 2K –
ISHARES TR CORE S&P US GWT 1M 9K –
ISHARES TR CORE S&P US VLU 4M 43K –
ISHARES TR CORE S&P500 ETF 11M 21K –
ISHARES TR GLOB INDSTRL ETF 293K 2K –
ISHARES TR GLOBAL ENERG ETF 255K 6K –
ISHARES TR MSCI KLD400 SOC 1M 11K –
ISHARES TR MSCI USA MIN VOL 3M 35K –
ISHARES TR RUS 1000 GRW ETF 511K 1K –
ISHARES TR RUS 1000 VAL ETF 312K 2K –
ISHARES TR RUS MD CP GR ETF 1M 9K –
ISHARES TR RUSSELL 3000 ETF 825K 3K –
ISHARES TR SP SMCP600VL ETF 1M 10K –
ISHARES TR U.S. BAS MTL ETF 352K 3K –
ISHARES TR U.S. ENERGY ETF 803K 17K –
ISHARES TR U.S. FINLS ETF 713K 8K –
ISHARES TR US AER DEF ETF 526K 4K –
ISHARES TR US INDUSTRIALS 408K 3K –
ISHARES TR US OIL GS EX ETF 1M 14K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 308K 5K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 219K 4K –
JOHNSON & JOHNSON COM 522K 4K –
JPMORGAN CHASE & CO. COM 2M 11K –
MERCK & CO INC COM 217K 2K –
META PLATFORMS INC CL A 925K 2K –
MICRON TECHNOLOGY INC COM 1M 11K –
MICROSOFT CORP COM 10M 23K –
MICROSTRATEGY INC CL A NEW 591K 429 –
NVIDIA CORPORATION COM 23M 186K –
PALO ALTO NETWORKS INC COM 1M 4K –
PEPSICO INC COM 236K 1K –
PROCTER AND GAMBLE CO COM 407K 2K –
REPUBLIC SVCS INC COM 448K 2K –
SALESFORCE INC COM 2M 8K –
SENTINELONE INC CL A 221K 11K –
SERVICENOW INC COM 485K 617 –
SHERWIN WILLIAMS CO COM 588K 2K –
SNOWFLAKE INC CL A 884K 7K –
SPDR DOW JONES INDL AVERAGE UT SER 1 1M 3K –
SPDR GOLD TR GOLD SHS 371K 2K –
SPDR S&P 500 ETF TR TR UNIT 3M 5K –
SUMMIT THERAPEUTICS INC COM 328K 42K –
SUPER MICRO COMPUTER INC COM 277K 338 –
SYSCO CORP COM 706K 10K –
TARGET CORP COM 230K 2K –
TESLA INC COM 3M 13K –
UNION PAC CORP COM 228K 1K –
UNITED PARCEL SERVICE INC CL B 2M 12K –
UNITEDHEALTH GROUP INC COM 2M 3K –
VANGUARD INDEX FDS GROWTH ETF 758K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 293K 1K –
VANGUARD INDEX FDS VALUE ETF 1M 6K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 488K 3K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 4M 34K –
VERIZON COMMUNICATIONS INC COM 402K 10K –
VISA INC COM CL A 1M 4K –
WALMART INC COM 993K 15K –
WASTE MGMT INC DEL COM 438K 2K –
WELLS FARGO CO NEW COM 420K 7K –
WYNN RESORTS LTD COM 207K 2K –