Wealth Management Partners, LLC
Firm details
- Headquarters
- Manchester Center, Vermont
- CRD number
- 142223
- Website
- www.slsvt.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Wealth Management Partners, LLC is an institutional registered investment adviser organized as a limited liability company and registered in Vermont. The firm is privately owned by an individual and operates as a wealth management/advisory practice. Its public profile lists a nonstandard fee approach (reported as "Other") rather than the typical asset‑based or commission models. The firm lists an industry affiliation with accounting professionals, indicating coordination with tax or accounting resources may be part of how it serves clients. It does not present itself as an ESG‑focused allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Lee Spivey
PrincipalCRD 3143532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manchester Center, VT
Bennington
Location
Manchester Center, VT
Headquartered in Manchester Center, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- Bennington
- Address
- 3868 Main St
- Time zone
- ET (UTC-5)
- Office locations
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