Wlt Partners Inc.
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 339994
· SEC file 801-135681
· Miami, FL
· wltpartnersria.com
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ADV data as of Jul 31, 2026
- Regulatory AUM
- $104M
- Discretionary
- $104M
- Clients
- 48
- Avg AUM / client
- $2.2M
- Accounts
- 48
- Employees
- 3
AUM over time
$0
$104M
Feb 25, 2026
Jul 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $479K | 0.46% |
| High net worth individuals | 31 | $49.7M | 47.7% |
| Insurance companies | 1 | $1.7M | 1.61% |
| Corporations and other businesses | 11 | $44.9M | 43.0% |
| Other | 3 | $7.5M | 7.2% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 853 KB | 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
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Morgan Stanley $58.4M (56% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗