Propartners Wealth Llc
- Regulatory AUM
- $74.4M
- Discretionary
- $74.4M
- Clients
- 164
- Avg AUM / client
- $454K
- Accounts
- 347
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 126 | $26.0M | 34.9% |
| High net worth individuals | 20 | $36.2M | 48.7% |
| Pension and profit sharing plans | 6 | $10.2M | 13.7% |
| Corporations and other businesses | 12 | $2.1M | 2.77% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Avma Life Trust, Llc 401(k) Plan Avma Life Trust, Llc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wesley Frank Hentges | Registered representative | Sep 2020 (6y) | ||
| Kale David Flaspohler | Registered representative | Jan 2021 (6y) | ||
| Cade Wyatt Snyder | Registered representative | Jan 2021 (6y) | ||
| Sydney Peak | Registered representative | Aug 2022 (4y) | ||
| Brenden Daniel Volcko | Registered representative | Dec 2022 (4y) | ||
| Peyton Story | Registered representative | Oct 2023 (3y) | ||
| Finley Weiss | Registered representative | Jun 2026 (0y) |
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 |
|---|---|---|---|---|
| Avma Life Trust, Llc 401(k) Plan | Avma Life Trust, Llc | 3,439 | $74.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $66.8M (90% of AUM) May 2026
- Advisortrust, Inc. $7.6M (10% of AUM) May 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: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗