Wealth Management Partners LLC
Wealth Management Partners LLC (CRD# 133467) is a financial advisory firm headquartered in Williamston, MI. They manage $60,000,000 in 250 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Wealth Management Partners LLC
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts250ACCOUNTS
-
Average Account Value$240,000
Compensation Options
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, MI, TX
Financial Advisors at Wealth Management Partners LLC
1
Jon Bucklin (CRD# 1392586) is an Investment Advisor Representative working at Wealth Management Partners LLC in Cedar, MI and has over 38 years of experience in the finance industry.
2
Daniel O'toole (CRD# 3072082) is an Investment Advisor Representative working at Wealth Management Partners LLC in Cedar, MI and has over 25 years of experience in the finance industry.
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