WEALTH MANAGEMENT PARTNERS OF LOS ANGELES

Overview

Wealth Management Partners Of Los Angeles is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm positions itself as a capital allocator and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model is flexible: percentage of AUM, hourly charges, and fixed fees are all used depending on client needs. The adviser is not marked as an active ESG investor and does not operate as a multistate adviser according to its profile. Given the business activities listed, the firm leans toward outsourced or pooled public investments as the core of client portfolios while retaining the ability to direct capital into external managers for specific alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices