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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
About Wealth Management Partners, LLC
Wealth Management Partners is a Tucson, AZ wealth management firm (founded 2005) serving individuals and families with financial planning, portfolio construction, and ongoing asset management. The team includes multiple CFP professionals and dedicated portfolio managers, emphasizing client education and tailored guidance across life stages. Portfolios commonly use ETFs, mutual funds, and fixed income allocations, with custody primarily through Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MORGAN TROY BROWN
Co-founder, Financial Advisor
- CRD
- #4320640
- Ownership
- 50% but less than 75%
THOMAS JOSEPH CURTIS IV
Co-founder, Financial Advisor
- CRD
- #2456332
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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LAURA ANN BARNARD
--
- CRD
- #6482459
ALBERT C BROWN JR
--
- CRD
- #4614503
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $764,089,270 | $338,392 |
| Non-Discretionary | $29,428,690 | $2,452,391 |
| Total | $793,517,960 | $349,567 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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