Wealth Management Partners, Llc
- Regulatory AUM
- $794M
- Discretionary
- $764M
- Clients
- 799
- Avg AUM / client
- $993K
- Accounts
- 2,270
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Feb 03, 2026
Investments (13F portfolio — 147 positions, $349,869,186)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | American Centy Etf Tr | AVANTIS ALL INT | $29,017,723 | 380,960 | 8.29% | 3.66% |
| 2 | Nvidia Corporation | COM | $27,581,421 | 158,150 | 7.88% | 3.48% |
| 3 | Invesco Qqq Tr | UNIT SER 1 | $21,530,076 | 37,302 | 6.15% | 2.71% |
| 4 | Ishares Gold Tr | ISHARES NEW | $16,120,938 | 182,860 | 4.61% | 2.03% |
| 5 | American Centy Etf Tr | AVANTIS US MID C | $15,687,422 | 217,157 | 4.48% | 1.98% |
| 6 | Apple Inc | COM | $12,968,370 | 51,104 | 3.71% | 1.63% |
| 7 | Ishares Tr | CORE S&P500 ETF | $12,889,957 | 19,733 | 3.68% | 1.62% |
| 8 | Dimensional Etf Trust | US SMALL CAP ETF | $10,538,246 | 148,155 | 3.01% | 1.33% |
| 9 | Microsoft Corp | COM | $7,982,917 | 21,566 | 2.28% | 1.01% |
| 10 | First Tr Exchange Traded Fd | DJ INTERNT IDX | $7,485,450 | 31,985 | 2.14% | 0.94% |
| 11 | Amazon Com Inc | COM | $6,416,829 | 30,817 | 1.83% | 0.81% |
| 12 | Tesla Inc | COM | $5,774,765 | 15,534 | 1.65% | 0.73% |
| 13 | Alphabet Inc | CAP STK CL C | $5,489,503 | 19,137 | 1.57% | 0.69% |
| 14 | Invesco Exch Traded Fd Tr Ii | S&P 500 REVENUE | $5,211,743 | 45,355 | 1.49% | 0.66% |
| 15 | Astera Labs Inc | COM | $4,621,479 | 42,181 | 1.32% | 0.58% |
| 16 | Exxon Mobil Corp | COM | $4,441,596 | 26,177 | 1.27% | 0.56% |
| 17 | Vanguard Whitehall Fds | HIGH DIV YLD | $4,222,708 | 28,513 | 1.21% | 0.53% |
| 18 | Ark Etf Tr | NEXT GNRTN INTER | $4,117,987 | 34,143 | 1.18% | 0.52% |
| 19 | Ishares Tr | CORE S&P US VLU | $4,103,029 | 40,127 | 1.17% | 0.52% |
| 20 | First Tr Exchange Traded Alp | COM SHS | $3,958,290 | 24,907 | 1.13% | 0.5% |
| 21 | Applied Matls Inc | COM | $3,753,975 | 10,983 | 1.07% | 0.47% |
| 22 | Vertiv Holdings Co | COM CL A | $3,483,861 | 13,903 | 1.0% | 0.44% |
| 23 | Jpmorgan Chase & Co | COM | $3,465,975 | 11,789 | 0.99% | 0.44% |
| 24 | State Str Spdr S&P 500 Etf T | TR UNIT | $3,349,236 | 5,153 | 0.96% | 0.42% |
| 25 | First Tr Exchange Traded Alp | MID CP GR ALPH | $3,293,795 | 36,401 | 0.94% | 0.42% |
Top 25 of 147 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 594 | $158M | 19.9% |
| High net worth individuals | 193 | $606M | 76.4% |
| Pension and profit sharing plans | 12 | $29.4M | 3.71% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wickenburg Community Hospital 403(b) Retirement Plan Community Hospital Assoc Inc | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morgan Troy Brown | Co Founder | Oct 2020 (6y) | 50% – 75% | |
| Thomas Joseph Curtis | Co Founder | CFP | Oct 2020 (6y) | 50% – 75% |
| Butler, Hollie, Elizabeth | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Gregory Allen Bryson | Registered representative | Nov 2020 (6y) | ||
| Guillermo Hector Monge | Registered representative | Nov 2020 (6y) | ||
| Albert C Brown | Registered representative | Nov 2020 (6y) | ||
| Laura Ann Barnard | Registered representative | CFP | Aug 2021 (5y) | |
| Kristi Jo Thompson | Registered representative | Jun 2023 (3y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wickenburg Community Hospital 403(b) Retirement Plan | Community Hospital Assoc Inc | 269 | $6.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 901 KB | 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
- • Pension consulting services
Custody
Reported custodians
- Raymond James $764M (96% of AUM) Feb 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: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗