WEALTH MANAGEMENT PARTNERS, LLC
CRD #309790 SEC #801-119566 TUCSON, AZ 520-297-7999
SEC Registered
Total AUM
$667M
Discretionary
$642.4M
Employees
9
Clients
10
Accounts
2,085
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $667M | $642.4M | $24.6M | 9 | 1 |
| Feb 2025 | $667M | $642.4M | $24.6M | 9 | 1 |
| Jan 2025 | $578.3M | $556.9M | $21.4M | 8 | 0 |
| Sep 2024 | $578.3M | $556.9M | $21.4M | 8 | 0 |
| Mar 2024 | $578.3M | $556.9M | $21.4M | 8 | 0 |
| Jan 2024 | $578.3M | $556.9M | $21.4M | 8 | 0 |
| Jan 2023 | $514.3M | $486.9M | $27.4M | 8 | 0 |
| Nov 2022 | $575.1M | $517.4M | $57.7M | 8 | 0 |
| Mar 2022 | $575.1M | $517.4M | $57.7M | 8 | 0 |
| Jan 2022 | $440M | $400M | $40M | 7 | 1 |
| Sep 2021 | $440M | $400M | $40M | 7 | 1 |
| Jul 2021 | $440M | $400M | $40M | 7 | 1 |
| Jul 2021 | $440M | $400M | $40M | 7 | 1 |
| Jan 2021 | $440M | $400M | $40M | 7 | 1 |
| Dec 2020 | $0 | $0 | $0 | 5 | 0 |
| Nov 2020 | $0 | $0 | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Sep 2020 | $0 | $0 | $0 | 5 | 0 |
| Sep 2020 | $0 | $0 | $0 | 5 | 0 |
DateJul 2025
Total AUM$667M
Discretionary$642.4M
Non-Disc.$24.6M
Employees9
Clients1
DateFeb 2025
Total AUM$667M
Discretionary$642.4M
Non-Disc.$24.6M
Employees9
Clients1
DateJan 2025
Total AUM$578.3M
Discretionary$556.9M
Non-Disc.$21.4M
Employees8
Clients0
DateSep 2024
Total AUM$578.3M
Discretionary$556.9M
Non-Disc.$21.4M
Employees8
Clients0
DateMar 2024
Total AUM$578.3M
Discretionary$556.9M
Non-Disc.$21.4M
Employees8
Clients0
DateJan 2024
Total AUM$578.3M
Discretionary$556.9M
Non-Disc.$21.4M
Employees8
Clients0
DateJan 2023
Total AUM$514.3M
Discretionary$486.9M
Non-Disc.$27.4M
Employees8
Clients0
DateNov 2022
Total AUM$575.1M
Discretionary$517.4M
Non-Disc.$57.7M
Employees8
Clients0
DateMar 2022
Total AUM$575.1M
Discretionary$517.4M
Non-Disc.$57.7M
Employees8
Clients0
DateJan 2022
Total AUM$440M
Discretionary$400M
Non-Disc.$40M
Employees7
Clients1
DateSep 2021
Total AUM$440M
Discretionary$400M
Non-Disc.$40M
Employees7
Clients1
DateJul 2021
Total AUM$440M
Discretionary$400M
Non-Disc.$40M
Employees7
Clients1
DateJul 2021
Total AUM$440M
Discretionary$400M
Non-Disc.$40M
Employees7
Clients1
DateJan 2021
Total AUM$440M
Discretionary$400M
Non-Disc.$40M
Employees7
Clients1
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0