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Mitra Shahi

Investment adviser representative at Wealth Management Partners in Los Angeles, CA

Investment adviser registrationUpdated

Mitra Shahi is an investment adviser representative at Wealth Management Partners, LLC, an investment adviser managing $794M, and works from its Los Angeles, CA office. Mitra Shahi has been registered through Wealth Management Partners since 21 September 2026 and has 0 years in the industry across 1 firm.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Mitra Shahi has been an investment adviser representative at Wealth Management Partners since September 2026, and is not listed among the firm’s executive officers or direct owners.

Wealth Management Partners, LLC is a Tucson, AZ firm with $794M under management, 799 clients and 6 advisers in one office, as of its September 2026 filing.

  1. – present · under a year
    Los Angeles, CA · Adviser representative · Firm CRD 309790

Credentials and registrations

Investment adviser representative registrations

Mitra Shahi is registered as an investment adviser representative in California, as a resident of California, since September 2026.

  • CaliforniaResidentSince 21 September 2026

Examinations

No examinations are on Mitra Shahi’s record.

Key facts

CRD
8347113
Firm
Wealth Management Partners · CRD 309790
Office
Los Angeles, CA
Registration
Investment adviser registration
In the industry since
September 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Mitra Shahi work?

Mitra Shahi is an investment adviser representative registered through Wealth Management Partners, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Mitra Shahi a financial advisor?

Yes. Mitra Shahi has a current investment-adviser registration in California, through Wealth Management Partners since September 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Mitra Shahi have?

Mitra Shahi has 0 years in the financial industry, since September 2026, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

Where is Mitra Shahi based?

Mitra Shahi’s registered office is in Los Angeles, CA.

Source: IAPD individual record, checked 24 October 2026

Is Mitra Shahi registered with FINRA?

No. Mitra Shahi has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Mitra Shahi’s record?

Search CRD 8347113 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitra Shahi’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Wealth Management Partners

Sources

  1. IAPD individual record, CRD 8347113, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Wealth Management Partners, LLC, filed 22 September 2026. Executive officers and direct owners; this person is not among them.