National Wealth Partners LLC

National Wealth Partners LLC (CRD# 243787) is a financial advisory firm headquartered in , . They manage $2,805,387 in 19 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $147,652
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, NV, TX, WA

Financial Advisors at National Wealth Partners LLC
Showing 1 - 5 of 5 top financial advisors.
1
William D. McShane
CRD#: 2330135
Las Vegas, NV
96
Wealthminder
score

William McShane (CRD# 2330135) is an Investment Advisor Representative working at National Wealth Partners LLC in Las Vegas, NV and has over 24 years of experience in the finance industry. William McShane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ashley L. Simpson
CRD#: 5763404
16104 Goldstrum Trail, Austin, TX 78738
96
Wealthminder
score

Ashley Simpson (CRD# 5763404) is an Investment Advisor Representative working at National Wealth Partners LLC in Austin, TX and has over 8 years of experience in the finance industry. Ashley Simpson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gregory J. Boots
CRD#: 6033311
732 Broadway Suite 201, Tacoma, WA 98402
93
Wealthminder
score

Gregory Boots (CRD# 6033311) is an Investment Advisor Representative working at National Wealth Partners LLC in Tacoma, WA and has over 5 years of experience in the finance industry.

4
Scott K. Mullen
CRD#: 1617218
Las Vegas, NV
93
Wealthminder
score

Scott Mullen (CRD# 1617218) is an Investment Advisor Representative working at National Wealth Partners LLC in Las Vegas, NV and has over 30 years of experience in the finance industry.

5
Stefan Whitwell
CRD#: 2794913
Las Vegas, NV
84
Wealthminder
score

Stefan Whitwell (CRD# 2794913) is an Investment Advisor Representative working at National Wealth Partners LLC in Las Vegas, NV and has over 21 years of experience in the finance industry.

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