WLT PARTNERS
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 339994
- Registered since
- March 31, 2026
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
WLT Partners is organized as a corporation and is registered with the SEC as of 2026. The firm describes itself as a capital allocator and offers portfolio management for individuals and small businesses, along with selection of other advisers—indicating a role that combines direct client management with use of third‑party or sub‑advisers. Ownership is reported as a mix of a foreign entity and an individual, and the firm is characterized as an unclassified, newly formed adviser. Fee arrangements include percentage-of-AUM, fixed fees, and other fee types. WLT Partners is not identified as an active ESG investor, and it reports an industry affiliation with a law firm.
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
Owners & executives
1 of 1Jesus Taladrid Hernandez
CEOCRD 6634983
Contacts
1 of 1ALEJANDRA PEREZ VERDIA
CRD 8220416
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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