W
$19.4M Total AUM
$19.4M Disc. AUM
-- 3Y CAGR
1 Employees
407 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-20-2019
- Office Locations
- 1
Office Locations
15760 Ventura Boulevard Suite 700 Encino CA
About Wealth Management Partners OF LOS Angeles
Wealth Management Partners of Los Angeles is a retail RIA in Encino, CA providing tailored financial planning and investment guidance for individuals and families. The firm emphasizes tax-advantaged strategies using life insurance under IRC 7702 alongside portfolio construction, and supports clients through major life events such as divorce. Custody relationships include Charles Schwab and SEI.
Team overview
-- AVG AGE
$19.4M AVG AUM / ADVISOR
$47.6K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
A
Alexander Paul Tuckman
Chief Compliance Officer, Financial Consultant, President
- CRD
- #6770924
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,389,311 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,389,311 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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