Wealth Management Partners, LLC

Overview

Wealth Management Partners, LLC is an SEC registered investment adviser based in Tucson, AZ, registered since 2020. It reports $794M in assets under management across 2,270 accounts, with 8 employees. It has 9 investment adviser representatives.

Reported AUM

$794M

Discretionary

96%

Accounts

2,270

Average account

$35K

Employees

8

Advisory reps

9

Registered since

2020

Jurisdictions

14

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Morgan Troy Brown Co-Founder CRD 4320640
• Thomas Joseph Curtis IV Co-Founder CRD 2456332
• Hollie Elizabeth Butler Chief Compliance Officer CRD 2887362

Advisory reps 3 of 9

• Laura Ann Barnard Investment Adviser Rep CRD 6482459
• Albert C Brown Jr. Investment Adviser Rep CRD 4614503
• Morgan Troy Brown Investment Adviser Rep CRD 4320640

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1980 E River Rd Ste 120
Tucson, AZ 85718

County

Pima

Metro area

Tucson, AZ

Region

West

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: wmpaz.com

Every state, with registration dates

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