RIA Intel›Advisers›Michigan›WEALTH MANAGEMENT PARTNERS LLC

WEALTH MANAGEMENT PARTNERS LLC

Advisory

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in MI

#466

of 521 advisers by AUM

Average account

$246K

across 260 accounts

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$64M

Discretionary %

0%

Clients

260

Employees

0

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$64M

Discretionary AUM$0

Non-Discretionary AUM$64M

Discretionary %0%

Total Clients260

Team

Total Employees0

Investment Advisers0

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, MI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

260 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

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

BOWLINE FINANCIAL, LLC

GROSSE POINTE WOODS, MI

$64M

C-PAS LLC

LANSING, MI

$64M

+3.1% 1Y

BRIDGERIVER ADVISORS LLC

BLOOMFIELD HILLS, MI

$64M

EQUIVEST FINANCIAL ADVISORS LLC

$64M

CORIANDER FINANCIAL GROUP LLC

$63M

STRATUS ADVISORY GROUP, INC.

HIGHLAND, MI

$65M

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