MD WEALTH PARTNERS, INC

Overview

MD Wealth Partners, Inc. is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm charges clients a percentage-of-assets fee and offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers as core services. Its filings indicate the firm manages assets on a non-discretionary basis, and it does not identify as an active ESG investor or a multi-state adviser. Investment activity centers on publicly available pooled vehicles and third-party manager relationships rather than directly held concentrated equities or private placements. The firm uses mutual funds and public funds as its principal tools, and its stated ability to select other advisers suggests reliance on outside managers or model portfolios to implement client strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices