WLT PARTNERS

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jesus Taladrid Hernandez

    CEOCRD 6634983

Contacts

1 of 1
  • ALEJANDRA PEREZ VERDIA

    CRD 8220416

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth