SourcingSourcing

WEALTH MANAGEMENT PARTNERS, LLC

C34
CRD 309790·SEC 801-119566·TUCSON, AZ
AUM
$793.5M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH MANAGEMENT PARTNERS, LLC
CRD
309790
SEC file #
801-119566
EIN
871883666
DBA names
—

Economics

AUM
$793.5M
AUM band
$500M-$1B
AUM trajectory
'21'26
$440.0M → $793.5M▲ +80%
Client mix
Individuals Other594
Individuals High Net Worth193
Pension Profit Sharing Plans12

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
6 advisors → 6 advisors▬ 0%
Primary office
TUCSON AZ
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
facebook.com/wealthmanagementpartnersllc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROWN, MORGAN, TROY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BROWN, MORGAN, TROY
CURTIS, THOMAS, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Participants
11
Form 5500 Total Compensation
69,010
Form 5500 Compensation Trajectory 3y
202569,010
20240
Form 5500 Plan Count Trajectory 3y
20255
20241
Schedule C Total Compensation
69,010
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0001909054
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2022-02-10
Edgar Last Filing Date
2023-06-21
Edgar 13f Count
8
Edgar 13f Latest AUM Estimate
Filing Date2023-06-21
Accession0001085146-23-002533

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
19200 VON KARMAN AVENUESUITE 600IRVINE, CA 92612
Business
19200 VON KARMAN AVENUESUITE 600IRVINE, CA 92612
Edgar EIN
871883666
Edgar Recent Filings
13F-HR/A2023-06-21 · 0001085146-23-002533
13F-HR/A2023-06-21 · 0001085146-23-002532
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4320640
Trust Company Affiliate
No

People (8)

8
BROWN, MORGAN, TROY
IAR · Direct Owner · 62.5%
4320640
CURTIS, THOMAS, JOSEPH
IAR · Direct Owner · 62.5%
2456332
HOLLIE ELIZABETH BUTLER
Executive Officer · 2.5%
2887362
GREGORY ALLEN BRYSON
IAR
2027577
Kristi Jo Thompson
IAR
7726713
GUILLERMO HECTOR MONGE
IAR
3204917
LAURA ANN BARNARD
IAR
6482459
ALBERT C BROWN
IAR
4614503