W
$737.7K Total AUM
$737.7K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-2004
- Office Locations
- 1
Office Locations
3229 Highway 34 East Suite 102 Newnan GA
About Wealth Partners, Inc.
Wealth Partners, Inc. is a Moreland-based RIA. The firm has been operating for 21 years. Managing $737.7K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$737.7K AVG AUM / ADVISOR
$122.9K AVG AUM / CLIENT
21.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRYAN VINCENT BLAIR
Chief Executive Officer, President
- CRD
- #2333079
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $737,688 | -- |
| Non-Discretionary | $0 | -- |
| Total | $737,688 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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