Wi Partners, LLC

Wi Partners, LLC (CRD# 269830) is a financial advisory firm headquartered in Boston, MA. They manage $54,500,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $27,250,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MA

Financial Advisors at Wi Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Chapman
CRD#: 2471769
One International Place, 8th Floor, Boston, MA 02110
96
Wealthminder
score

Michael Chapman (CRD# 2471769) is an Investment Advisor Representative working at Wi Partners, LLC in Boston, MA and has over 24 years of experience in the finance industry.

2
Brian R. Worley
CRD#: 2778506
One International Place, 8th Floor, Boston, MA 02110
96
Wealthminder
score

Brian Worley (CRD# 2778506) is an Investment Advisor Representative working at Wi Partners, LLC in Boston, MA and has over 21 years of experience in the finance industry.

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