RIA IntelAdvisersCaliforniaWEALTH MANAGEMENT PARTNERS OF LOS ANGELES, INC.

WEALTH MANAGEMENT PARTNERS OF LOS ANGELES, INC.

Advisory

ENCINO, CA

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in CA
#4,113
of 5,480 advisers by AUM
Average account
$202K
across 124 accounts
AUM per adviser
$25M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM
$25M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients124
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

SALKE, EVAN JAY
ALPINE MEADOWS, CA
$25M
DARREN MOSS WEALTH MANAGEMENT LLC
$25M
FIDUCIA WEALTH MANAGEMENT
PASADENA, CA
$25M
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
VENTURA, CA
$25M
-73.3% 1Y
GOSHO, CAROL, JEANNE
SAN MATEO, CA
$25M
ALPHA+ CAPITAL MANAGEMENT
LONG BEACH, CA
$25M
-3.1% 1Y

Get the full picture on WEALTH MANAGEMENT PARTNERS OF LOS ANGELES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WEALTH MANAGEMENT PARTNERS OF LOS ANGELES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans