Md Wealth Partners, Inc.
Md Wealth Partners, Inc. (CRD# 159131) is a financial advisory firm headquartered in Westlake Village, CA. They manage $50,073,900 in 207 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management50MILLION
-
Total Number of Accounts207ACCOUNTS
-
Average Account Value$241,903
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Md Wealth Partners, Inc.
1
Mark Wendell (CRD# 2444592) is an Investment Advisor Representative working at Md Wealth Partners, Inc. in Westlake Village, CA and has over 30 years of experience in the finance industry.
2
Nicholas Willenbring
CRD#:
5963209
4550 East Thousand Oaks Blvd., Suite 150,
Westlake Village,
CA
91362
Nicholas Willenbring (CRD# 5963209) is an Investment Advisor Representative working at Md Wealth Partners, Inc. in Westlake Village, CA and has over 12 years of experience in the finance industry.
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