WEALTHTECH PARTNERS LLC

Adviser information for WEALTHTECH PARTNERS LLC last updated from Form ADV on March 21st, 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	California, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	614	$109.1M
Non-Discretionary	56	$6.1M
Total	670	$115.2M

Clients

Type	Number	RAUM
Individuals	256	$45.2M
HNW Individuals	31	$58.9M
Banking or thrift institutions	1	$11.0M
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
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	7
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	5.0M

Portfolio Manager to Program	Sponsor
WEALTHTECH PARTNERS WRAP FEE PROGRAM	WEALTHTECH PARTNERS LLC

Identifiers

SEC RIA File Number	801-122031
SEC ERA File Number	801-122031
SEC CIK Numbers	None
SEC CRD Numbers	315746
Legal Entity Identifier	None

Principal Office

301 N LAKE AVE
SUITE 830
PASADENA
CA
United States

Monday - Friday, MON-THU 9AM-5PM; FRI 9AM-1PM

Tel: 866-528-3660, Fax: 866-528-1121

Websites

www.linkedin.com/in/justin-vestman-580412158/ www.wealthtechpartners.com/ www.lakeavefinancial.com/ www.firstteamadvisors.com/ www.facebook.com/lakeave www.linkedin.com/company/lake-avenue-financial twitter.com/lake_avenue www.youtube.com/lakeavefinancial www.fairtechportfolio.com www.fairtech.info twitter.com/alexchalekian www.linkedin.com/in/chalekian/ www.instagram.com/alex.chalekian/ www.facebook.com/alexchalekian/ twitter.com/justinvestman alexchalekian.com/ www.instagram.com/fairtechportfolio/ www.fairtechfund.com higherimpactfinancial.com/ www.linkedin.com/in/eric-lanier-83970a78/ twitter.com/elanier15 www.instagram.com/joinfew/ www.youtube.com/@fairtech. fewcommunity.com/ wealthcompassonline.com/ joinfew.com/ fewacademy.com/

Chief Compliance Officer

ROSA CHALEKIAN

301 N LAKE AVE

SUITE 830

PASADENA

United States

Tel: 866-528-3660

Fax: 866-528-1121

A****@*********************M

(Full email address available in API data)

Regulatory Contact

ALEX CHALEKIAN