Wealth Management Partners, LLC

Wealth Management Partners, LLC is a registered investment adviser based in Tucson, AZ, established in 2004. The firm offers a range of investment advisory services, including asset management and retirement plan consulting. As a fiduciary, the firm is committed to acting in the best interest of clients. For asset management, portfolios are tailored to individual needs and continuously monitored. Retirement plan consulting services include assistance with investment policy statements, asset allocation, and participant education. The firm's investment strategies include cash & cash equivalents, debt securities, equity securities, index funds, individual stocks, options, and fixed income. Clients must meet a minimum account balance of $500,000 for asset management services. The firm charges a maximum annual fee of 1.50% for asset management, billed quarterly. Regulatory assets under management total $578,314,905. The firm does not charge performance-based fees and does not engage in directed brokerage. Clients have the option to grant investment discretion to the firm. The firm does not accept proxy authority to vote client securities. Financial information is not provided as the firm does not have custody of client funds or securities and has no financial conditions impairing its obligations. For more details, clients can refer to the SEC's website using CRD #309790.