P
$74.4M Total AUM
$74.4M Disc. AUM
-- 3Y CAGR
6 Employees
164 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2020
- Office Locations
- 1
Office Locations
501 FAY ST Suite 106 Columbia MO
About Propartners Wealth
Propartners Wealth is a Columbia-based RIA. The firm has been operating for 5 years. Managing $74.4M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
29 AVG AGE
$12.4M AVG AUM / ADVISOR
$453.8K AVG AUM / CLIENT
3.9 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vital Delta
Client Personas
Meridian timber
CRM
Vertex
Custodian
Meridian peak Harbor ridge Ember Beacon meridian Vital glacier
Investment Themes
Vertex capital Radial capital
Investment Vehicles
Capital meridian
Platform
Capital alpha
Services
Atlas Capital matrix Meridian vector Vector catalyst Meridian Unison Crest Bridge Matrix zenith Harbor Insight
Owner & Executives
W
WESLEY FRANK HENTGES
Managing Member
- CRD
- #4173884
- Ownership
- 75% or more
(892) 989-5457
vector.vector@fusioncapital.com
in linkedin.com/in/summit-quantum
K
Kale David Flaspohler
--
- CRD
- #7328796
- Ownership
- 5% but less than 10%
(535) 432-4571
quantum.element@valuecapital.com
in linkedin.com/in/ridge-prime
S
Summit optima
Peak alpha fusion
- CRD
- #31985
- Ownership
- 37.7%
(936) 462-5813
foundation.radial@vitalcapital.com
in linkedin.com/in/peak-atlas
Showing 2 of 3 owners & executives
Unlock allContacts
S
Sydney Peak
Advisor
- CRD
- #7616653
(218) 347-6275
summit.foundation@meridiancapital.com
in linkedin.com/in/quantum-vital
Peyton Story
--
- CRD
- #7828307
(515) 606-1571
north.unison@vertexcapital.com
in linkedin.com/in/summit-momentum
V
Vertex element
Momentum timber
- CRD
- #41522
(679) 561-3129
value.vital@peakcapital.com
in linkedin.com/in/glacier-eagle
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,428,043 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,428,043 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,428,043
Equity - Exchange:
13.5% Public Funds:
17.7% Cash:
17.1% Corporate - Investment Grade:
18.7% Municipal Bonds:
15.3% U.S. Government/Agency:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,056,753,409 | 13.5% |
| Public Funds | $1,385,521,136 | 17.7% |
| Cash | $1,338,554,318 | 17.1% |
| Corporate - Investment Grade | $1,463,799,167 | 18.7% |
| Municipal Bonds | $1,197,653,864 | 15.3% |
| U.S. Government/Agency | $1,385,521,136 | 17.7% |
| Total | $7,827,803,030 | 100.0% |