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WEALTH MANAGEMENT PARTNERS INC. D/B/A US ADVISORY GROUP

SEC RegisteredAdvisory

WAKEFIELD, MA

Data as of Jul 21, 2016 · Source: SEC Form ADV

Rank in MA
#1,137
of 1,590 advisers by AUM
AUM change, 1 year
-54.1%
6th percentile in MA
AUM CAGR, 3 year
-19.6%
compound annual growth
Average account
$322K
across 166 accounts
AUM per adviser
$18M
3 advisers
Filing history
29
filings since 2001

Source: SEC Form ADV. Figures as filed Jul 21, 2016.

Total AUM
$54M
1-Year AUM Growth
-54.1%
3-Year CAGR
-19.6%
Employees
2
Assets Under Management
Total AUM$54M
Discretionary AUM$0
Non-Discretionary AUM$54M
Discretionary %0%
Total Clients—
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record29
First FilingMar 7, 2001
Latest FilingJul 21, 2016
Full AUM trend chart and 29 historical filings spanning 15+ years
Included with Pro →
Registration
SEC RegisteredYes
Exempt ReportingNo
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

NEWPORT CAPITAL ADVISERS LLC
NORTH QUINCY, MA
$54M
-54.1% 1Y
RA CAPITAL MANAGEMENT, LLC
BOSTON, MA
$54M
CORBY ASSET MANAGEMENT, LLC
BOSTON, MA
$54M
-81.5% 1Y
DEVONSHIRE ASSET MANAGEMENT, INC.
STONEHAM, MA
$54M
+12.4% 1Y
PEGAESUS ADVISORS, INC.
WOBURN, MA
$53M
-2.0% 1Y
CORNERSTONE WEALTH MANAGEMENT LLC
BOSTON, MA
$54M
+20.2% 1Y

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