WM
Wealth Management Partners Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 133467
·
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ADV data as of Feb 17, 2026
- Regulatory AUM
- $64.0M
- Discretionary
- $0
- Clients
- 260
- Avg AUM / client
- $246K
- Accounts
- 260
- Employees
- 0
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 242 | $25.0M | 39.1% |
| High net worth individuals | 18 | $39.0M | 60.9% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Joseph O'toole | Registered representative | Jul 2011 (15y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • PERCENTAGE OF ASSETS UNDER OTHER ADVISERS' MANAGEMENT
Services
- • Financial planning services
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗