Wealth Management Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Wealth Management Partners reports 799 clients. They include 594 individual clients, 193 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 96.3% ($764M across 2,258 accounts) are managed with discretion; $29.4M across 12 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 20% |
| High-net-worth individuals | 24% | 76% |
| Pension and profit-sharing plans | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 594 | $158M | 19.9% | $266K |
| High-net-worth individuals | 193 | $606M | 76.4% | $3.14M |
| Pension and profit-sharing plans | 12 | $29.4M | 3.7% | $2.45M |
| Total | 799 | $794M | 100% | $993K |
- Clients
- 594
- Regulatory AUM
- $158M
- AUM share
- 19.9%
- Avg. per client
- $266K
- Clients
- 193
- Regulatory AUM
- $606M
- AUM share
- 76.4%
- Avg. per client
- $3.14M
- Clients
- 12
- Regulatory AUM
- $29.4M
- AUM share
- 3.7%
- Avg. per client
- $2.45M
Total
- Clients
- 799
- Regulatory AUM
- $794M
- AUM share
- 100%
- Avg. per client
- $993K
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wealth Management Partners charges up to 1.50% a year for its Asset Management. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting is billed hourly at up to $400 an hour, or as a flat fee not exceeding $10,000.
- Retirement Plan Consulting
- Retirement plan consulting is billed as a flat fee not exceeding $50,000, or as a percentage of plan assets not exceeding 1.00% annually.
Morgan Brown owns 50% to 75% of Wealth Management Partners. The leadership team of Wealth Management Partners includes Chief Compliance Officer Hollie Butler. It has 8 employees, 6 of them in advisory roles.
Leadership
- Hollie ButlerChief Compliance Officer
Morgan BrownCo-Founder
Thomas CurtisCo-Founder
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 6 in advisory functions
- 7 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Wealth Management Partners, LLC
Morgan Brown
Control person · since October 2020
- Owns 50% to 75% of Wealth Management Partners, LLC
Thomas Curtis
Control person · since October 2020
Wealth Management Partners’ regulatory assets grew 1.8× from $440M (July 2021) to $794M (September 2026); clients rose from 577 to 799 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $794M | 799 | 8 | 1 |
| July 2025 | $667M | 654 | 9 | 1 |
| March 2024 | $578M | 721 | 8 | 1 |
| January 2023 | $514M | 711 | 8 | 1 |
| March 2022 | $575M | 653 | 8 | 1 |
| July 2021 | $440M | 577 | 7 | 1 |
Besides its headquarters, Wealth Management Partners has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 1980 E River Road, Suite 120, TucsonHQ
Contact and registration details
- Legal name
- Wealth Management Partners, LLC
- Headquarters
- 1980 E River Road, Suite 120, Tucson, AZ 85718
- Website
- wmpaz.com
- Phone
- 520-297-7999
- @wealth-management-partners-usa
- SEC file
- 801-119566
- Founded
- 2004
- Structure
- Arizona LLC
- Fiscal year end
- December
Wealth Management Partners uses Raymond James ($764M) as custodian for its separately managed accounts. Wealth Management Partners has custody of $366M in client assets for 305 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $764M100%
At year end, Wealth Management Partners’ separately managed accounts were mostly in funds (56%) and stocks (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $425M across 154 positions; the largest are American Centy ETF TR (7.4%), Nvidia Corporation (7.2%) and Invesco Qqq TR (6.3%).
What the accounts hold
- Stocks21%
- Funds56%
- Bonds15%
- U.S. government and agency bonds14%
- Investment grade corporate bonds1%
- Cash8%
Reported 13F holdings
- $425M
- Reported 13F value
- 154
- Positions
- 43.7%
- In the 10 largest
- +21.5%
- Value vs. prior quarter
- American Centy ETF TR · Avantis All Int7.4%
- Nvidia Corporation7.2%
- Invesco Qqq TR · Unit Ser 16.3%
- American Centy ETF TR · Ava Mid Equ ETF4.1%
- iShares TR · Core S&P500 ETF3.5%
- Apple Inc.3.4%
- iShares Gold TR · iShares New3.2%
- Dimensional ETF Trust · US Small Cap ETF3.0%
- Astera Labs Inc.2.9%
- Micron Technology Inc.2.6%
Together, the ten largest are 43.7% of reported value.
How many clients does Wealth Management Partners have?
Wealth Management Partners has 799 clients and manages $794 million for them, as of September 2026. They include 594 individual clients, 193 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Wealth Management Partners offer?
Wealth Management Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wealth Management Partners charge?
Wealth Management Partners charges up to 1.50% a year for its Asset Management. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $500,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 22 September 2026
Which custodians does Wealth Management Partners use?
Wealth Management Partners’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $764M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Wealth Management Partners have?
Wealth Management Partners has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Management Partners invest in?
At the end of its last fiscal year, Wealth Management Partners’ separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 14% U.S. government and agency bonds, 8% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Wealth Management Partners have a minimum investment?
Yes, Wealth Management Partners’ minimum account size for its Asset Management is $500K.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 22 September 2026
Who owns Wealth Management Partners?
Wealth Management Partners’ direct owners are Morgan Brown (50% to 75%) and Thomas Curtis (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Wealth Management Partners get paid?
Wealth Management Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wealth Management Partners registered with the SEC?
Yes, Wealth Management Partners has been registered with the SEC as an investment adviser since 1 October 2020. Its CRD number is 309790 and its SEC file number is 801-119566.
Source: Form ADV Part 1A, Item 1, filed 22 September 2026; IAPD firm record
How do I contact Wealth Management Partners?
Wealth Management Partners’ main office is at 1980 E River Road, Suite 120, Tucson, AZ 85718. Its phone number is 520-297-7999. Its website is wmpaz.com.