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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-04-2005
- Office Locations
- 1
Office Locations
About Wealth Management Partners LLC
Wealth Management Partners is a Michigan-based wealth management and financial planning firm serving retail investors and business owners. The team provides goal-based planning (including projection planning), retirement, tax and estate planning, and insurance guidance alongside portfolio construction and asset allocation with a risk-management lens. Clients can access their financial life through Commonwealth’s Investor360 portal, with MFA-enabled login and online report sharing.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL JOSEPH O'TOOLE
Chief Compliance Officer, COMPLIANCE OFFICER, Financial Advisor, Managing Member, Owner
- CRD
- #3072082
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $64,000,000 | -- |
| Total | $64,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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