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- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- Pioneer foundationVertex +more
- Established Date
- 01-25-2012
- Office Locations
- 1
Office Locations
About MD Wealth Partners, INC
MD Wealth Partners is a Westlake Village, CA RIA providing fiduciary, evidence-based wealth management for high-achieving professionals, business owners, and families navigating complex finances. The team delivers integrated planning and portfolio strategy, including cash-flow modeling, proactive tax and legacy alignment (coordinating with clients’ CPAs/attorneys), and ongoing oversight. Portfolios commonly use ETFs and public funds in diversified, risk-managed frameworks, and the firm offers a quick “Financial Power Score” assessment tool.
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Owner & Executives
MARK D WENDELL
Chief Compliance Officer, Chief Investment Officer, Investment Advisor
- CRD
- #2444592
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICHOLAS WILLENBRING
Partner
- CRD
- #5963209
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $60,011,160 | -- |
| Total | $60,011,160 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,011,160
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $681,353,359 | 40.9% |
| Equity - Exchange | $336,511,928 | 20.2% |
| U.S. Government/Agency | $144,933,355 | 8.7% |
| Cash | $503,101,991 | 30.2% |
| Total | $1,665,900,633 | 100.0% |