Wealth Management Partners, LLC

Wealth Management Partners, LLC (CRD# 309790) is a financial advisory firm headquartered in Tucson, AZ. They manage $578,314,905 in 2,003 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1980 E River Road, Suite 120, Tucson, AZ 85718
https://www.linkedin.com/in/kristi-thompson-44177098/
By the Numbers
  • Total Assets Under Management
    578
    MILLION
  • Total Number of Accounts
    2,003
    ACCOUNTS
  • Average Account Value
    $288,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, NE, NJ, NY, PA, TX, UT, VA, WA

Financial Advisors at Wealth Management Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Laura Barnard, financial advisor Tucson AZ
Laura A. Barnard
CRD#: 6482459
1980 E River Road, Suite 120, Tucson, AZ 85718

Laura Barnard (CRD# 6482459) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Tucson, AZ and has over 7 years of experience in the finance industry.

2
Albert Brown, financial advisor Tucson AZ
Albert C. Brown
CRD#: 4614503
1980 E River Road, Suite 120, Tucson, AZ 85718

Albert Brown (CRD# 4614503) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Tucson, AZ and has over 20 years of experience in the finance industry.

3
Morgan Brown, financial advisor Tucson AZ
Morgan T. Brown
CRD#: 4320640
1980 E River Road, Suite 120, Tucson, AZ 85718

Morgan Brown (CRD# 4320640) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Tucson, AZ and has over 23 years of experience in the finance industry.

4
Gregory Bryson, financial advisor Tucson AZ
Gregory A. Bryson
CRD#: 2027577
1980 E River Road, Suite 120, Tucson, AZ 85718

Gregory Bryson (CRD# 2027577) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Tucson, AZ and has over 34 years of experience in the finance industry.

5
Thomas Curtis, financial advisor Tucson AZ
Thomas J. Curtis
CRD#: 2456332
1980 E River Road, Suite 120, Tucson, AZ 85718

Thomas Curtis (CRD# 2456332) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Tucson, AZ and has over 30 years of experience in the finance industry.

6
Guillermo Monge, financial advisor Tucson AZ
Guillermo H. Monge
CRD#: 3204917
1980 E River Road, Suite 120, Tucson, AZ 85718

Guillermo Monge (CRD# 3204917) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Tucson, AZ and has over 24 years of experience in the finance industry.

7
Kristi Thompson, financial advisor Tucson AZ
Kristi J. Thompson
CRD#: 7726713
1980 E River Road, Suite 120, Tucson, AZ 85718

Kristi Thompson (CRD# 7726713) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Tucson, AZ and has 1 year 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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