Wealth Management Partners is an investment advisor in Tucson with $575.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
753146899
SEC advisor number
801-119566
FINRA CRD number
309790
AUM ?
$578.31 mm
(as of 22 Mar 24)
Accounts
2,003
(as of 22 Mar 24)
Employees
8
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22