Wealth Management Partners LLC

Wealth Management Partners LLC (CRD# 133467) is a financial advisory firm headquartered in Williamston, MI. They manage $43,000,000 in 325 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $132,308
Compensation Options
  • Hourly charges
  • 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
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.

IN, MI, TX

Financial Advisors at Wealth Management Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jon G. Bucklin
CRD#: 1392586
Williamston, MI
93
Wealthminder
score

Jon Bucklin (CRD# 1392586) is an Investment Advisor Representative working at Wealth Management Partners LLC in Williamston, MI and has over 31 years of experience in the finance industry.

2
Daniel J. O'toole
CRD#: 3072082
Williamston, MI
83
Wealthminder
score

Daniel O'toole (CRD# 3072082) is an Investment Advisor Representative working at Wealth Management Partners LLC in Williamston, MI and has over 18 years of experience in the finance industry.

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