Wealth Management Partners, LLC
Wealth Management Partners, LLC is a registered investment adviser and wealth management firm headquartered in Tucson, Arizona. Founded in 2011, the firm manages discretionary and non-discretionary investment portfolios and provides financial advice primarily to individuals (including high net worth clients) and some pension/profit sharing plans. With 9 employees as of July 2025, it serves over 2,000 client accounts and manages approximately $667 million in assets under management.
Investment Strategy
Wealth Management Partners, LLC primarily provides portfolio management for individuals and pension/profit sharing plans, focusing on discretionary management. Their investment philosophy is centered on constructing diversified portfolios tailored to client financial objectives. Holdings emphasize large-cap equities such as Nvidia, Microsoft, Apple, Amazon, and Alphabet along with positions in financials and healthcare, suggesting a balanced allocation across technology, consumer, finance, and healthcare sectors. The firm’s approach prioritizes risk-adjusted returns using a mix of fundamental research and ongoing portfolio reviews.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 10.35% | $32.6M | 174,642 | $15.02 | $186.58 | +$3.9M |
Q QQQ | INVESCO QQQ TR | 7.59% | $23.9M | 39,802 | $339.82 | $600.37 | +$2.0M |
A AVNM | AMERICAN CENTY ETF TR | 7.40% | $23.3M | 330,022 | $65.32 | $70.60 | +$1.9M |
I IAU | ISHARES GOLD TR | 4.71% | $14.8M | 203,663 | $35.37 | $72.77 | +$2.0M |
A AAPL | APPLE INC | 4.20% | $13.2M | 51,878 | $135.32 | $254.63 | +$2.1M |