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
Po Box 592, Williamston, MI 48895
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • 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
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 Bucklin, financial advisor Cedar MI
Jon G. Bucklin
CRD#: 1392586
Cedar, MI

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, financial advisor Cedar MI
Daniel J. O'toole
CRD#: 3072082
Cedar, MI

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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