ETF PORTFOLIO PARTNERS, INC.
CRD #128366 SEC #801-80946 LEAWOOD, KS 913-851-1100
SEC Registered Disclosures
Total AUM
$369M
Discretionary
$367.7M
Employees
8
Clients
51
Accounts
416
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $369M | $367.7M | $1.4M | 8 | 0 |
| Jul 2025 | $369M | $367.7M | $1.4M | 6 | 0 |
| Jun 2025 | $369M | $367.7M | $1.4M | 6 | 0 |
| Feb 2025 | $369M | $367.7M | $1.4M | 6 | 0 |
| Nov 2024 | $325.9M | $324.9M | $1M | 6 | 0 |
| Jan 2024 | $325.9M | $324.9M | $1M | 6 | 0 |
| Feb 2023 | $271.2M | $270.1M | $1.1M | 6 | 0 |
| Dec 2022 | $274.5M | $273.3M | $1.2M | 6 | 0 |
| Mar 2022 | $296.2M | $295.6M | $618.2K | 5 | 0 |
| Feb 2021 | $244.6M | $244M | $557.5K | 5 | 0 |
| Jun 2020 | $209.9M | $209.5M | $405K | 5 | 0 |
| Jan 2020 | $209.9M | $209.5M | $405K | 5 | 0 |
| Dec 2019 | $168.8M | $168M | $844.1K | 5 | 0 |
| Jan 2019 | $168.8M | $168M | $844.1K | 6 | 0 |
| Jan 2018 | $173.4M | $172.6M | $833.2K | 6 | 0 |
| Jan 2017 | $145M | $144.1M | $896.7K | 5 | 200 |
| Jan 2016 | $135.9M | $134.4M | $1.5M | 5 | 200 |
| May 2015 | $126.5M | $124.9M | $1.7M | 6 | 200 |
| Jan 2015 | $120.1M | $118.3M | $1.8M | 6 | 200 |
| Feb 2012 | $75.7M | $74.5M | $1.2M | 1 | 200 |
| Jan 2012 | $75.7M | $74.5M | $1.2M | 1 | 200 |
| Nov 2011 | $77.5M | $77.2M | $335K | 1 | 101 |
| May 2011 | $77.5M | $77.2M | $335K | 5 | -- |
| Dec 2010 | $63M | $62.9M | $109.6K | 5 | -- |
| Sep 2010 | $63M | $62.9M | $109.6K | 5 | -- |
| Jan 2010 | $54.6M | $54.5M | $120.5K | 5 | -- |
| Oct 2009 | $50.5M | $49.7M | $837.7K | 5 | -- |
| Oct 2009 | $50.5M | $49.7M | $837.7K | 5 | -- |
| Apr 2009 | $43.6M | $43.5M | $95.6K | 5 | -- |
| Sep 2008 | $42M | $41.9M | $160.3K | 5 | -- |
DateOct 2025
Total AUM$369M
Discretionary$367.7M
Non-Disc.$1.4M
Employees8
Clients0
DateJul 2025
Total AUM$369M
Discretionary$367.7M
Non-Disc.$1.4M
Employees6
Clients0
DateJun 2025
Total AUM$369M
Discretionary$367.7M
Non-Disc.$1.4M
Employees6
Clients0
DateFeb 2025
Total AUM$369M
Discretionary$367.7M
Non-Disc.$1.4M
Employees6
Clients0
DateNov 2024
Total AUM$325.9M
Discretionary$324.9M
Non-Disc.$1M
Employees6
Clients0
DateJan 2024
Total AUM$325.9M
Discretionary$324.9M
Non-Disc.$1M
Employees6
Clients0
DateFeb 2023
Total AUM$271.2M
Discretionary$270.1M
Non-Disc.$1.1M
Employees6
Clients0
DateDec 2022
Total AUM$274.5M
Discretionary$273.3M
Non-Disc.$1.2M
Employees6
Clients0
DateMar 2022
Total AUM$296.2M
Discretionary$295.6M
Non-Disc.$618.2K
Employees5
Clients0
DateFeb 2021
Total AUM$244.6M
Discretionary$244M
Non-Disc.$557.5K
Employees5
Clients0
DateJun 2020
Total AUM$209.9M
Discretionary$209.5M
Non-Disc.$405K
Employees5
Clients0
DateJan 2020
Total AUM$209.9M
Discretionary$209.5M
Non-Disc.$405K
Employees5
Clients0
DateDec 2019
Total AUM$168.8M
Discretionary$168M
Non-Disc.$844.1K
Employees5
Clients0
DateJan 2019
Total AUM$168.8M
Discretionary$168M
Non-Disc.$844.1K
Employees6
Clients0
DateJan 2018
Total AUM$173.4M
Discretionary$172.6M
Non-Disc.$833.2K
Employees6
Clients0
DateJan 2017
Total AUM$145M
Discretionary$144.1M
Non-Disc.$896.7K
Employees5
Clients200
DateJan 2016
Total AUM$135.9M
Discretionary$134.4M
Non-Disc.$1.5M
Employees5
Clients200
DateMay 2015
Total AUM$126.5M
Discretionary$124.9M
Non-Disc.$1.7M
Employees6
Clients200
DateJan 2015
Total AUM$120.1M
Discretionary$118.3M
Non-Disc.$1.8M
Employees6
Clients200
DateFeb 2012
Total AUM$75.7M
Discretionary$74.5M
Non-Disc.$1.2M
Employees1
Clients200
DateJan 2012
Total AUM$75.7M
Discretionary$74.5M
Non-Disc.$1.2M
Employees1
Clients200
DateNov 2011
Total AUM$77.5M
Discretionary$77.2M
Non-Disc.$335K
Employees1
Clients101
DateMay 2011
Total AUM$77.5M
Discretionary$77.2M
Non-Disc.$335K
Employees5
Clients--
DateDec 2010
Total AUM$63M
Discretionary$62.9M
Non-Disc.$109.6K
Employees5
Clients--
DateSep 2010
Total AUM$63M
Discretionary$62.9M
Non-Disc.$109.6K
Employees5
Clients--
DateJan 2010
Total AUM$54.6M
Discretionary$54.5M
Non-Disc.$120.5K
Employees5
Clients--
DateOct 2009
Total AUM$50.5M
Discretionary$49.7M
Non-Disc.$837.7K
Employees5
Clients--
DateOct 2009
Total AUM$50.5M
Discretionary$49.7M
Non-Disc.$837.7K
Employees5
Clients--
DateApr 2009
Total AUM$43.6M
Discretionary$43.5M
Non-Disc.$95.6K
Employees5
Clients--
DateSep 2008
Total AUM$42M
Discretionary$41.9M
Non-Disc.$160.3K
Employees5
Clients--