Wealth Management Partners of Los Angeles
Firm details
- Headquarters
- Encino, California
- CRD number
- 306780
- Website
- wmplainc.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL, SEI, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals90.03%
- HNWI9.97%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Management Partners Of Los Angeles is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The adviser is not designated as an active ESG investor and is not listed as a multistate adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds66%
- Derivatives34%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Alexander Tuckman
PresidentCRD 6770924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Encino, CA
Los Angeles
Location
Encino, CA
Headquartered in Encino, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 15760 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
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