Wealthtech Partners LLC

Wealthtech Partners LLC (CRD# 315746) is a financial advisory firm headquartered in Pasadena, CA. They manage $115,190,534 in 670 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
301 N Lake Ave, Suite 830, Pasadena, CA 91101
http://www.firstteamadvisors.com/
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $171,926
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV, TX, WA

Financial Advisors at Wealthtech Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alex Chalekian, financial advisor Pasadena CA
Alex B. Chalekian
CRD#: 2956935
301 N Lake Ave, Suite 830, Pasadena, CA 91101

Alex Chalekian (CRD# 2956935) is an Investment Advisor Representative working at Wealthtech Partners LLC in Pasadena, CA and has over 26 years of experience in the finance industry.

2
Justin Vestman, financial advisor Pasadena CA
Justin K. Vestman
CRD#: 5309237
301 N Lake Ave, Suite 830, Pasadena, CA 91101

Justin Vestman (CRD# 5309237) is an Investment Advisor Representative working at Wealthtech Partners LLC in Pasadena, CA and has over 16 years of experience in the finance industry.

3
Eric Lanier, financial advisor Pasadena CA
Eric M. Lanier
CRD#: 7079986
301 N Lake Ave, Suite 830, Pasadena, CA 91101

Eric Lanier (CRD# 7079986) is an Investment Advisor Representative working at Wealthtech Partners LLC in Pasadena, CA and has over 4 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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