Wealth Analytics Partners, Llc
- Regulatory AUM
- $316M
- Discretionary
- $316M
- Clients
- 184
- Avg AUM / client
- $1.7M
- Accounts
- 494
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 93 | $33.9M | 10.7% |
| High net worth individuals | 88 | $272M | 86.2% |
| Pension and profit sharing plans | 1 | $5.2M | 1.65% |
| Charitable organizations | 2 | $4.5M | 1.42% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Troy Brinckley Daum | Principal | CFP | Apr 2003 (23y) | ≈ 37.5% – 75% via Wealth Analytics, Inc. |
| Jeff Walter Poole | Owner | Aug 2017 (9y) | ≈ 18.75% – 50% via Wealth Analytics Consulting, Llc | |
| Megan Sperry | Registered representative | Oct 2022 (4y) | ||
| Brittany Susan Anderson | Registered representative | Feb 2023 (3y) | ||
| Constance Marie Mitchell | Registered representative | Jun 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealth Analytics, Inc. | Owner | Mar 2006 | A | 50% – 75% |
| Wealth Analytics Consulting, Llc | Owner | Jan 2019 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Troy Brinckley Daum: 75% – 100% of Wealth Analytics, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Jeff Walter Poole: 75% – 100% of Wealth Analytics Consulting, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $166M (53% of AUM) Jun 2026
- Truist Financial Corp $142M (45% of AUM) Jun 2026
- Altruist Financial $142M (45% of AUM) Jun 2026
- Shareholders Service Group, Inc. $130M (55% of AUM) Dec 2024
- Pershing $7.7M (2% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗